Original filing (PDF)20260108140556NAL0008846769001

POSSES & CHASAN CPA'S PLLC

Name: POSSES & CHASAN CPA'S PLLC — POSSES & CHASAN CPA'S PLLC DEFINED CONTRIBUTION PLAN, Form 5500 (2024)
Creator: POSSES & CHASAN CPA'S PLLC

Form 5500-SF

FILING_RECEIVED

POSSES & CHASAN CPA'S PLLC DEFINED CONTRIBUTION PLAN

401(k) retirement plan

Signals · 1

Late filing · 1.7 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

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 POSSES & CHASAN CPA'S PLLC.

Plan sponsor

Name

POSSES & CHASAN CPA'S PLLC

EIN

20-5626646

Address

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

Phone

(516) 764-4002

Industry

Law 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

2026-01-08

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

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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