Original filing (PDF)20231228123635NAL0011311937001

PORGES & EISENBERG CPA LLC.

Name: PORGES & EISENBERG CPA LLC. — DONALD K. PORGES, CPA LLC RETIREMENT PLAN, Form 5500 (2022)
Creator: PORGES & EISENBERG CPA LLC.

Form 5500-SF

FILING_RECEIVED

DONALD K. PORGES, CPA LLC RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

100

/ 100

Grade A

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PORGES & EISENBERG CPA LLC..

Plan sponsor

Name

PORGES & EISENBERG CPA LLC.

EIN

20-5011602

Address

951 YAMATO RD. · SUITE 210 · BOCA RATON, FL · 33431

Phone

(561) 737-5568

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2023-01-01

Tax period

2023-08-31

Filed

2023-12-28

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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