Original filing (PDF)20250722074330NAL0005141298001

IRWIN & IRWIN CPAS PA

Name: IRWIN & IRWIN CPAS PA — IRWIN & IRWIN 401K PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: IRWIN & IRWIN CPAS PA

Form 5500-SF

FILING_RECEIVED

IRWIN & IRWIN 401K PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$982K

Net assets (EOY)

$982K

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (14th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (96th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for IRWIN & IRWIN CPAS PA.

Plan sponsor

Name

IRWIN & IRWIN CPAS PA

EIN

22-3751472

Address

848 WEST BAY AVENUE BUILDING D · BARNEGAT, NJ · 08005

Phone

(609) 698-0300

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Name

ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES

EIN

42-1484983

City

KNOXVILLE, TN

Phone

(865) 670-1844

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-22

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

LAWLOR & COMPANY LLC

LAWLOR COMPANY LLC 401 K PROFIT SHARING PLAN TRUST

$982K · 10 participants

SDC CPAS, LLC

THE 401(K) PLAN FOR SDC CPAS, LLC

$982K · 10 participants

JOHN J. SIEBERT, CPA LLC

JOHN J. SIEBERT, CPA LLC 401(K) PROFIT SHARING PLAN & TRUST

$980K · 11 participants

THOMAS S. GALLO, CPA

THOMAS S. GALLO, CPA 401(K) PLAN

$980K · 5 participants

ZELIN & ASSOCIATES CPA LLC

ZELIN & ASSOCIATES CPA LLC CASH BALANCE PLAN

$983K · 13 participants