· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
GOHIL & ASSOCIATES, PC — GOHIL & ASSOCIATES PC RETIREMENT PLAN, Form 5500 (2023) | Form 5500 Search
Back to filter
Original filing (PDF)
20250626112101NAL0005138483001
GOHIL & ASSOCIATES, PC
Form 5500-SF
FILING_RECEIVED
GOHIL & ASSOCIATES PC RETIREMENT PLAN
Defined-benefit pension plan
Active participants
7
Accounts w/ balance
—
Plan assets (EOY)
$4.3M
Net assets (EOY)
$4.3M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
GOHIL & ASSOCIATES, PC
.
Find decision makers
Plan sponsor
Name
GOHIL & ASSOCIATES, PC
EIN
27-4420979
Address
438 N. FREDERICK AVE, SUITE 302 · GAITHERSBURG, MD · 20877
Phone
(240) 912-9362
Industry
CPA Offices
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-12-01
Tax period
2024-11-30
Filed
2025-06-26
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
1D · Floor-offset DB
1E · Section 401(h) arrangement
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
Related plans
Similar-size CPA Offices plans
AUERR, ZAJAC & ASSOCIATES, LLP
AUERR, ZAJAC & ASSOCIATES, LLP 401(K) PLAN
$4.3M · 11 participants
LAW, CHIN & MAR LLP
LAW, CHIN & MAR LLP RETIREMENT PLAN
$4.2M · 7 participants
SULLIVAN, BLEAKLEY & COMPANY, LL
SULLIVAN, BLEAKLEY & COMPANY, LLP EMPLOYEES PROFIT SHARING PLA
$4.3M · 4 participants
JUNE CPA, P.A.
JUNE CPA 401(K) PLAN
$4.2M · 25 participants
PATRICK SCHEUFLER, AN ACCOUNTANCY CORPORATION
PATRICK SCHEUFLER ACCOUNTANCY 401(K) PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
$4.3M · 16 participants
GEORGE V. FAMIGLIO JR. P.A.
GEORGE V. FAMIGLIO JR. P.A. DEFINED BENEFIT PLAN
$4.2M · 13 participants
Large plans in Maryland
LOCKHEED MARTIN CORPORATION
LMC DEFINED CONTRIBUTION MASTER TRUST
$56.1B
LOCKHEED MARTIN CORPORATION
LOCKHEED MARTIN CORPORATION SALARIED SAVINGS PLAN
$51.4B · 94,445 participants
T. ROWE PRICE TRUST COMPANY
T. ROWE PRICE INSTITUTIONAL COMMON TRUST FUND, T. ROWE PRICE GROWTH STOCK TRUST
$36.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2040 TRUST
$35.2B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2030 TRUST
$35.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE U.S. VALUE EQUITY TRUST
$32.2B