Original filing (PDF)20251013131855NAL0002059488001

K.K. MEHTA CPA ASSOCIATES PLLC

Name: K.K. MEHTA CPA ASSOCIATES PLLC — K. K. M CPA ASSOCIATES PLLC DEFINED BENEFIT PLAN, Form 5500 (2024)
Creator: K.K. MEHTA CPA ASSOCIATES PLLC

Form 5500-SF

FILING_RECEIVED

K. K. M CPA ASSOCIATES PLLC DEFINED BENEFIT PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

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 K.K. MEHTA CPA ASSOCIATES PLLC.

Plan sponsor

Name

K.K. MEHTA CPA ASSOCIATES PLLC

EIN

27-3121426

Address

100 RING ROAD, STE. 300 · GARDEN CITY, NY · 11530

Phone

(516) 663-5990

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

1A · Pay-related DB formula

1D · Floor-offset DB

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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