Original filing (PDF)20250708084649NAL0010763938001

GILBERT & CALABRESE, LLC

Name: GILBERT & CALABRESE, LLC — GILBERT & CALABRESE LLC 401(K) PLAN, Form 5500 (2024)
Creator: GILBERT & CALABRESE, LLC

Form 5500-SF

FILING_RECEIVED

GILBERT & CALABRESE LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.1M

Net assets (EOY)

$4.1M

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 GILBERT & CALABRESE, LLC.

Plan sponsor

Name

GILBERT & CALABRESE, LLC

EIN

27-0249502

Address

181 ROUTE 206 · FLANDERS, NJ · 07836

Phone

(973) 448-1099

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

2025-07-08

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

ROSEN AND COHEN, LLC

ROSEN & COHEN PROFIT SHARING PLAN

$4.1M · 4 participants

OLMSTED & ASSOCIATES, ACCOUNTANCY CORPORATION

OLMSTED & ASSOCIATES 401(K) PROFIT SHARING PLAN

$4.1M · 2 participants

DOUGHERTY & CONNELL, CPAS

DOUGHERTY & CONNELL PROFIT SHARING PLAN

$4.1M · 6 participants

WORONOFF HYMAN LEVENSON SWEET & ALDERMAN PC

WORONOFF HYMAN LEVENSON SWEET & ALDERMAN PC PROFIT SHARING PLAN

$4.1M · 6 participants

SITKOFF/O'NEIL ACCOUNTANCY CORPORATION