How big is Posses & Chasan CPA'S PLLC's plan?

Posses & Chasan CPA'S PLLC's plan reported $1.3M in assets and 7 participants for 2024.

Original filing (PDF)20260108140556NAL0008846769001

Posses & Chasan CPA'S PLLC

Name: Posses & Chasan CPA'S PLLC — Posses & Chasan CPA'S, Form 5500 (2024)
Creator: Posses & Chasan CPA'S PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Posses & Chasan CPA'S PLLC Defined Contribution Plan

401(k) retirement plan · Posses & Chasan CPA'S PLLC's Posses & Chasan CPA'S PLLC Defined Contribution Plan held $1.3M in plan assets for 7 participants in 2024.

Signals · 1

Late filing · 1.7 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan identifiers

Posses & Chasan CPA'S PLLC's EIN is 20-5626646.

EIN 20-5626646

Plan number 002

Plan year 2024

ACK ID 20260108140556NAL0008846769001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Posses & Chasan CPA'S PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Posses & Chasan CPA'S PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for POSSES & CHASAN CPA'S PLLC.

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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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 1.7 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

POSSES & CHASAN CPA'S PLLC

EIN

all filings

Address

100 NORTH CENTRE AVENUE · SUITE 500 · ROCKVILLE CENTRE, NY · 11570

Phone

(516) 764-4002

Industry

Law Offices· Professional & Technical Services

Plan administrator