Original filing (PDF)20251014124014NAL0005865794001

KOIFMAN, CPA & ASSOCIATES PC

Name: KOIFMAN, CPA & ASSOCIATES PC — KOIFMAN CPA AND ASSOCIATES PROFIT SHARING PLAN, Form 5500 (2024)
Creator: KOIFMAN, CPA & ASSOCIATES PC

Form 5500-SF

FILING_RECEIVED

KOIFMAN CPA AND ASSOCIATES PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$81K

Net assets (EOY)

$81K

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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KOIFMAN, CPA & ASSOCIATES PC.

Plan sponsor

Name

KOIFMAN, CPA & ASSOCIATES PC

EIN

26-4174884

Address

30 GLENN STREET - SUITE 403 · ARMONK, NY · 10603

Phone

(347) 992-6810

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2A · Age/service weighted or new comparability

2D · Offset of another plan

2E · Profit-sharing

3B · Covers self-employed individuals

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

—

Service providers (Schedule C)

Small plans don't disclose service providers

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