Original filing (PDF)20251202121256NAL0017277792001

IRA S. GERVER, CPA

Name: IRA S. GERVER, CPA — IRA S. GERVER, CPA PROFIT SHARING PLAN, Form 5500 (2024)
Creator: IRA S. GERVER, CPA

Form 5500-SF

FILING_RECEIVED

IRA S. GERVER, CPA PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

Late filing · 0.5 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for IRA S. GERVER, CPA.

Plan sponsor

Name

IRA S. GERVER, CPA

EIN

20-5596349

Address

313 JOAN PLACE · WYCKOFF, NJ · 07481

Phone

(201) 891-5802

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-12-02

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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