· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
GEOFFREY B. CARTER, CPA — GEOFFREY B. CARTER, CPA 401K PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250603155433NAL0010797969001
GEOFFREY B. CARTER, CPA
Form 5500-SF
FILING_RECEIVED
GEOFFREY B. CARTER, CPA 401K PLAN
401(k) retirement plan
Active participants
2
Accounts w/ balance
2
Plan assets (EOY)
$1.7M
Net assets (EOY)
$1.7M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
GEOFFREY B. CARTER, CPA
.
Find decision makers
Plan sponsor
Name
GEOFFREY B. CARTER, CPA
EIN
27-1521437
Address
4 HIGH RIDGE PARK · SUITE 300 · STAMFORD, CT · 06905
Phone
(203) 594-6505
Industry
Professional & Technical Services
see 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
2025-06-03
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Professional & Technical Services plans
DAVID MERFELD CPA PC
DAVID MERFELD CPA PC 401(K) PROFIT SHARING PLAN & TRUST
$1.7M · 5 participants
RADIANT SOLUTIONS, INC.
RADIANT SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN
$1.7M · 6 participants
CAPITAL INVENTORY, INC.
CAPITAL INVENTORY, INC. 401(K) PROFIT SHARING PLAN
$1.7M · 45 participants
GALBRAITH & CO.
GALBRAITH & COMPANY, INC. CASH BALANCE PLAN
$1.7M · 10 participants
SCOTT C. SINGER, CPA
SCOTT SINGER PENSION PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.7M · 2 participants
ACCENT TECHNOLOGIES, INC
ACCENT TECHNOLOGIES, INC. EMPLOYEES SAVINGS TRUST
$1.7M · 20 participants
Large plans in Connecticut
RTX CORPORATION
RTX SAVINGS PLAN
$58.6B · 123,327 participants
RTX CORPORATION
RTX SAVINGS PLAN MASTER TRUST
$58.3B
RTX CORPORATION
RTX MASTER RETIREMENT TRUST
$42.1B
RTX CORPORATION
RTX CONSOLIDATED PENSION PLAN
$41.6B · 33,534 participants
CITIGROUP INC.
CITI RETIREMENT SAVINGS PLAN
$23.2B · 74,487 participants
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
$19.5B
