Original filing (PDF)20251015083157NAL0008666546001

MARY G. STEWART, CPA, P.A.

Name: MARY G. STEWART, CPA, P.A. — MARY G. STEWART, CPA, P.A. 401(K) PLAN & TRUST, Form 5500 (2024)
Creator: MARY G. STEWART, CPA, P.A.

Form 5500-SF

FILING_RECEIVED

MARY G. STEWART, CPA, P.A. 401(K) PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$69K

Net assets (EOY)

$69K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (14th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MARY G. STEWART, CPA, P.A..

Plan sponsor

Name

MARY G. STEWART, CPA, P.A.

EIN

20-3236243all filings

Address

2886 TAMIAMI TRAIL, UNIT 10 · PORT CHARLOTTE, FL · 33952

Phone

(941) 258-3191

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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