How big is Mark Kotlaroff CPA PC's plan?

Mark Kotlaroff CPA PC's plan reported $11K in assets and 2 participants for 2024.

Original filing (PDF)20251015102154NAL0008718498001

Mark Kotlaroff CPA PC

Name: Mark Kotlaroff CPA PC — Mark Kotlaroff CPA PC 401(k), Form 5500 (2024)
Creator: Mark Kotlaroff CPA PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Mark Kotlaroff CPA PC 401(k) Plan

401(k) retirement plan · Mark Kotlaroff CPA PC's Mark Kotlaroff CPA PC 401(k) Plan held $11K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$11K

Net assets (EOY)

$11K

People on this filing

Mark Kotlaroff signed Mark Kotlaroff CPA PC's 2024 Form 5500 as plan administrator.

Mark Kotlaroff — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Mark Kotlaroff CPA PC's EIN is 27-1807953.

EIN 27-1807953

Plan number 001

Plan year 2024

ACK ID 20251015102154NAL0008718498001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Mark Kotlaroff CPA PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Mark Kotlaroff CPA PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Above-average plan

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

Knocking points off