How big is Waldman and Company, CPA'S' plan?

Waldman and Company, CPA'S' plan reported $22K in assets and 4 participants for 2024.

Original filing (PDF)20251126141027NAL0002459971001

Waldman and Company, CPA'S

Name: Waldman and Company, CPA'S — Waldman and Company, Form 5500 (2024)
Creator: Waldman and Company, CPA'S
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Waldman and Company, CPA'S SOCA Benefit Plan

Health & welfare plan · Waldman and Company, CPA'S' Waldman and Company, CPA'S SOCA Benefit Plan held $22K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$22K

Net assets (EOY)

$8K

People on this filing

Matt Appenzeller signed Waldman and Company, CPA'S' 2024 Form 5500 as plan administrator.

Matt Appenzeller — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Waldman and Company, CPA'S' EIN is 31-0926187.

EIN 31-0926187

Plan number 501

Plan year 2024

ACK ID 20251126141027NAL0002459971001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Waldman and Company, CPA'S from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Waldman and Company, CPA'S' plan includes health coverage.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WALDMAN AND COMPANY, CPA'S.

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score