Original filing (PDF)20251015102154NAL0008718498001

MARK KOTLAROFF CPA PC

Name: MARK KOTLAROFF CPA PC — MARK KOTLAROFF CPA PC 401K PLAN, Form 5500 (2024)
Creator: MARK KOTLAROFF CPA PC

Form 5500-SF

FILING_RECEIVED

MARK KOTLAROFF CPA PC 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$11K

Net assets (EOY)

$11K

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

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

MARK KOTLAROFF CPA PC

EIN

27-1807953all filings

Address

18 LAUREL RD · NEW CITY, NY · 10956

Phone

(845) 709-8860

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

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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 CPA Offices plans

TURNONACCOUNTING SERVICES, INC.

TURNONACCOUNTING SERVICES 401(K) PLAN

$11K · 4 participants

ROBERT COX CPA PC

ROBERT COX CPA PC MCF BENEFIT PLAN

$11K · 2 participants

DOUGLAS E WHITTON CPA, INC

DOUGLAS E WHITTON CPA, INC 401(K) PLAN

$11K · 3 participants

SEAN K BUTLER, CPA, LLC

SEAN K BUTLER, CPA, LLC RETIREMENT PLAN

$11K · 2 participants

EXPORT FOOD AND BEVERAGE, INC.

EXPORT FOOD AND BEVERAGE, INC. PROFIT SHARING PLAN

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.