Original filing (PDF)20250814153524NAL0009247779001

BARATZ AND ASSOCIATES, P.A.

Name: BARATZ AND ASSOCIATES, P.A. — BARATZ AND ASSOCIATES, P.A. PROFIT SHARING AND 401K PLAN, Form 5500 (2024)
Creator: BARATZ AND ASSOCIATES, P.A.

Form 5500-SF

FILING_RECEIVED

BARATZ AND ASSOCIATES, P.A. PROFIT SHARING AND 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$12.7M

Net assets (EOY)

$12.7M

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

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BARATZ AND ASSOCIATES, P.A..

Plan sponsor

Name

BARATZ AND ASSOCIATES, P.A.

EIN

22-2212404

Address

4B EVES DRIVE · MARLTON, NJ · 08053

Phone

(856) 985-5688

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Name

BARATZ AND ASSOCIATES, P.A.

EIN

22-2212404

City

MARLTON, NJ

Phone

(856) 985-5688

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-14

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)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

SOL SCHWARTZ & ASSOCIATES, P.C.

SOL SCHWARTZ & ASSOCIATES, PC EMPLOYEES' 401K PROFIT SHARING PLAN & TRUST

$12.7M · 65 participants

JONES & ROTH, P.C.

JONES & ROTH, P.C. CASH OPTION PLAN

$12.8M · 100 participants

DAVIDSON FREEDLE ESPENHOVER & OVERBY, P.C.

DAVIDSON FREEDLE ESPENHOVER & OVERBY, P.C. 401(K) PLAN

$12.8M · 29 participants

ZEISLER, ZEISLER, RAWSON & JOHNSON, LLP

ZEISLER, ZEISLER, RAWSON & JOHNSON, LLP 401(K) PLAN

$12.7M · 49 participants

ZUKERMAN & ASSOCIATES, LTD