Original filing (PDF)20250818095044NAL0002109746001

MAGONE AND COMPANY, P.C.

Name: MAGONE AND COMPANY, P.C. — MAGONE AND COMPANY, P.C. 401(K) PLAN, Form 5500 (2024)
Creator: MAGONE AND COMPANY, P.C.

Form 5500-SF

FILING_RECEIVED

MAGONE AND COMPANY, P.C. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

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 MAGONE AND COMPANY, P.C..

Plan sponsor

Name

MAGONE AND COMPANY, P.C.

EIN

27-2987943

Address

4 CENTURY DRIVE · SUITE 260 · PARSIPPANY, NJ · 07054

Phone

(973) 210-6163

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

2025-08-18

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

WEISMAN & COMPANY, LLP

WEISMAN & COMPANY, LLP PROFIT SHARING PLAN

$2.0M · 5 participants

SCHMITZ & BURWELL, PLLC

SCHMITZ & BURWELL PLLC 401(K) PLAN

$2.0M · 5 participants

CARON AND BLETZER, PLLC

CARON AND BLETZER, PLLC CASH BALANCE PENSION PLAN

$2.0M · 69 participants

OSBORNE ACCOUNTING SERVICES INC.

OSBORNE ACCOUNTING SERVICES INC. 401(K) PLAN

$2.0M · 22 participants

DMW & ASSOCIATES, P.C

DMW & ASSOCIATES, P.C. 401(K) PLAN