Original filing (PDF)20250721181013NAL0003825762001

PARAMOUNT PROPERTY TAX ADJUSTM

Name: PARAMOUNT PROPERTY TAX ADJUSTM — PARAMOUNT PROPERTY TAX ADJUSTM 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: PARAMOUNT PROPERTY TAX ADJUSTM

Form 5500-SF

FILING_RECEIVED

PARAMOUNT PROPERTY TAX ADJUSTM 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

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 PARAMOUNT PROPERTY TAX ADJUSTM.

Plan sponsor

Name

PARAMOUNT PROPERTY TAX ADJUSTM

EIN

27-2629129

Address

9845 EMMA RD STE 311 · SAN DIEGO, CA · 921311084

Phone

(858) 800-6928

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

2025-07-21

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

MARTINI & BENISATTO CPAS PC

MARTINI & BENISATTO CPAS PC 401(K) PLAN

$1.4M · 5 participants

CLH CPAS, LLC

CLH CPAS, LLC 401(K) PLAN

$1.4M · 7 participants

DENET KENEFICK & ASSOCIATES, P.A.

DENET KENEFICK & ASSOCIATES, P. A. 401(K) PROFIT SHARING PLAN

$1.4M · 17 participants

SKINNON & FABER CPA'S, P. C.

SKINNON & FABER CPA'S, P. C. 401(K) PLAN

$1.4M · 8 participants

AFPS LLP

AFPS 401(K) PLAN

$1.4M · 10 participants