Original filing (PDF)20251014134802NAL0001485619001

VARGA AND GOLUB, LLP

Name: VARGA AND GOLUB, LLP — VARGA AND GOLUB, LLP 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: VARGA AND GOLUB, LLP

Form 5500-SF

FILING_RECEIVED

VARGA AND GOLUB, LLP 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VARGA AND GOLUB, LLP.

Plan sponsor

Name

VARGA AND GOLUB, LLP

EIN

27-1110658

Address

2 ROOSEVELT AVENUE · PORT JEFFERSON, NY · 11776

Phone

(631) 331-0525

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

2025-10-14

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

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

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