Original filing (PDF)20251010145044NAL0004347171001

BIRGIT HUGEL, CPA

Name: BIRGIT HUGEL, CPA — BIRGIT HUGEL, CPA, PA 401K, Form 5500 (2024)
Creator: BIRGIT HUGEL, CPA

Form 5500-SF

FILING_RECEIVED

BIRGIT HUGEL, CPA, PA 401K

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$205K

Net assets (EOY)

$205K

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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (88th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BIRGIT HUGEL, CPA.

Plan sponsor

Name

BIRGIT HUGEL, CPA

EIN

20-8584787

Address

11380 PROSPERITY FARMS RD #217 · PALM BEACH GARDENS, FL · 33410

Phone

(561) 694-1200

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

2025-10-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

SUGUITAN AND ASSOCIATES PLLC

SUGUITAN AND ASSOCIATES PLLC 401(K) PROFIT SHARING PLAN & TRUST

$205K

CLOUD SMART ACCOUNTING A PROFE

CLOUD SMART ACCOUNTING A PROFE 401(K) PROFIT SHARING PLAN & TRUST

$205K · 2 participants

HARRELL & ASSOCIATES, AN ACCOUNTANCY CORPORATION

HARRELL & ASSOCIATES, AN ACCOUNTANCY CORPORATION PROFIT SHARING PLAN

$205K · 3 participants

MEHANNA ADVISORS

MEHANNA ADVISORS 401(K) PLAN

$205K · 4 participants

RCN & ASSOCIATES, LLC