Original filing (PDF)20250318154824NAL0002574275001

PATRICIA BITNAR

Name: PATRICIA BITNAR — BITNAR AND ASSOCIATES FINANCIAL 401(K), Form 5500 (2024)
Creator: PATRICIA BITNAR

Form 5500-SF

FILING_RECEIVED

BITNAR AND ASSOCIATES FINANCIAL 401(K)

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

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 PATRICIA BITNAR.

Plan sponsor

Name

PATRICIA BITNAR

DBA

BITNAR AND ASSOCIATES FINANCIAL

EIN

27-1433155

Address

4227 LAUREL RIDGE CIR · WESTON, FL · 333314012

Phone

—

Industry

Finance & Insurancesee 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

2025-03-18

Pension benefit codes

2G · Total participant-directed accounts

2E · Profit-sharing

2R · Participant-directed brokerage (SDBA)

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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