Original filing (PDF)20251004182506NAL0002234769001

ZELITSKY & CO., LLC

Name: ZELITSKY & CO., LLC — ZELITSKY & CO., LLC EMPLOYEES' 401(K) PLAN, Form 5500 (2024)
Creator: ZELITSKY & CO., LLC

Form 5500-SF

FILING_RECEIVED

ZELITSKY & CO., LLC EMPLOYEES' 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

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 ZELITSKY & CO., LLC.

Plan sponsor

Name

ZELITSKY & CO., LLC

EIN

22-3526838

Address

860 WYCKOFF AVENUE · SUITE 1 · MAHWAH, NJ · 07430

Phone

(201) 794-9300

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

2025-10-04

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

NORTHLAND CPA'S, S.C.

NORTHLAND CPA'S, S.C. PENSION PLAN

$1.1M · 17 participants

MONTGOMERY PACIFIC CORPORATION

MONTGOMERY PACIFIC CORPORATION DEFINED BENEFIT PLAN & TRUST

$1.1M · 5 participants

ARMIJO AND ASSOCIATES

OSCAR G. ARMIJO, CPA CASH BALANCE PLAN

$1.1M · 7 participants

REINL ACCOUNTING, INC.

REINL ACCOUNTING, INC. 401(K) PLAN

$1.1M · 8 participants

NADINE JULSON LLC

JULSON, LLC 401(K)

$1.1M · 5 participants