Original filing (PDF)20250325130719NAL0007705555001

STEPHEN A. KEPNISS & ASSOCIATES, P.C.

Name: STEPHEN A. KEPNISS & ASSOCIATES, P.C. — STEPHEN A. KEPNISS AND ASSOCIATES, P.C. 401(K) EMPLOYEE SAVINGS PLAN, Form 5500 (2024)
Creator: STEPHEN A. KEPNISS & ASSOCIATES, P.C.

Form 5500-SF

FILING_RECEIVED

STEPHEN A. KEPNISS AND ASSOCIATES, P.C. 401(K) EMPLOYEE SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$10.9M

Net assets (EOY)

$10.9M

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 STEPHEN A. KEPNISS & ASSOCIATES, P.C..

Plan sponsor

Name

STEPHEN A. KEPNISS & ASSOCIATES, P.C.

EIN

22-3010403

Address

211 MOUNTAIN AVENUE · SPRINGFIELD, NJ · 07081

Phone

(973) 921-1250

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

2025-03-25

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

MAGLIN, MISKIV & ASSOCIATES, CPAS, P.A.

MAGLIN, MISKIV & ASSOCIATES, CPA'S, P.A. 401(K) PLAN

$10.9M · 8 participants

MAGINNIS KNECHTEL & MCINTYRE LLP

MAGINNIS KNECHTEL & MCINTYRE LLP INVESTMENT SAVINGS PLAN

$10.9M · 27 participants

SHORSTEIN & SHORSTEIN, P.A.

SHORSTEIN & SHORSTEIN, PA 401K PLAN

$10.8M · 24 participants

JOHN W. BROOKER & CO., CPAS, PROF. CORP.

JOHN W. BROOKER & COMPANY 401(K) PROFIT SHARING PLAN

$10.8M · 28 participants

ECCEZION LTD

ECCEZION 401(K) PROFIT SHARING PLAN