Original filing (PDF)20250418164004NAL0005692898001

DEGROUCHY, SIFER & COMPANY

Name: DEGROUCHY, SIFER & COMPANY — DEGROUCHY, SIFER & COMPANY PROFIT SHARING PLAN, Form 5500 (2024)
Creator: DEGROUCHY, SIFER & COMPANY

Form 5500-SF

FILING_RECEIVED

DEGROUCHY, SIFER & COMPANY PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.0M

Net assets (EOY)

$4.0M

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 DEGROUCHY, SIFER & COMPANY.

Plan sponsor

Name

DEGROUCHY, SIFER & COMPANY

EIN

23-2225885

Address

981 SECOND STREET PIKE · RICHBORO, PA · 18954

Phone

(215) 322-4055

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

2025-04-18

Pension benefit codes

2E · Profit-sharing

3B · Covers self-employed individuals

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

RICHARD C. MALESICH & ASSOCIATES, L

RICHARD C. MALESICH & ASSOCIATES, LLC 401(K) PLAN

$4.0M · 8 participants

SONZOGNI, BOTTITTO & COOPER, L.L.C.

SONZOGNI, BOTTITTO & COOPER, L.L.C. SAFE HARBOR 401(K) PROFIT SHARING PLAN

$4.0M · 20 participants

FAMILY LEGACY BUSINESS SERVICES, INC.

FAMILY LEGACY 401(K) PROFIT SHARING PLAN

$4.0M · 8 participants

NEWMAN & CO., CPAS

NEWMAN & CO., CPAS 401K PLAN AND TRUST

$4.0M · 15 participants

THE LSC GROUP, LLP

THE LSC GROUP, LLP PROFIT SHARING 401(K) PLAN