How big is Proficient Accounting Solutions, LL's plan?

Proficient Accounting Solutions, LL's plan reported $1.3M in assets and 1 participants for 2024.

Original filing (PDF)20250209095702NAL0016832929001

Proficient Accounting Solutions, LL

Name: Proficient Accounting Solutions, LL — Proficient, Form 5500 (2024)
Creator: Proficient Accounting Solutions, LL
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Proficient Accounting Solutions, LLC. 401(k) Profit Sharing Plan

401(k) retirement plan · Proficient Accounting Solutions, LL's Proficient Accounting Solutions, LLC. 401(k) Profit Sharing Plan held $1.3M in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan identifiers

Proficient Accounting Solutions, LL's EIN is 27-3211846.

EIN 27-3211846

Plan number 002

Plan year 2024

ACK ID 20250209095702NAL0016832929001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Proficient Accounting Solutions, LL from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Proficient Accounting Solutions, LL'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 PROFICIENT ACCOUNTING SOLUTIONS, LL.

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Plan health score

Top-tier plan health

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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (95th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

PROFICIENT ACCOUNTING SOLUTIONS, LL

EIN

all filings

Address

32 AUGUSTA COURT · RED BANK, NJ · 07701

Phone

(732) 870-8884

Industry

Professional & Technical Services

Plan administrator