Original filing (PDF)20250818105404NAL0001160529001

GELLER & COMPANY CPAS'

Name: GELLER & COMPANY CPAS' — GELLER & COMPANY CPAS' 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: GELLER & COMPANY CPAS'

Form 5500-SF

FILING_RECEIVED

GELLER & COMPANY CPAS' 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GELLER & COMPANY CPAS'.

Plan sponsor

Name

GELLER & COMPANY CPAS'

EIN

33-0545934

Address

11021 WINNERS CIRCLE · SUITE 208 · LOS ALAMITOS, CA · 90720

Phone

(562) 594-5866

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

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

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

Related plans

Similar-size CPA Offices plans

WISHNOW, ROSS, WARSAVSKY & COMPANY

WISHNOW, ROSS, WARSAVSKY & COMPANY 401K PLAN

$3.5M · 19 participants

FOXX & COMPANY

FOXX GROUP 401(K) PLAN

$3.5M · 1,229 participants

LANGLEY, O'GRADY & ASSOCIATES, P.C

LANGLEY, O'GRADY & ASSOCIATES, P.C. PROFIT SHARING PLAN

$3.5M · 23 participants

ROY MORALY CPA

ROY MORALY, CPAS ACCY CORP 401(K) PLAN

$3.5M · 4 participants

MCARTHUR, SLAY, AND DEWS PLLC

MCARTHUR, SLAY, AND DEWS PLLC 401(K) P/S PLAN