Original filing (PDF)20251008104118NAL0002927187001

KENNETH F. SMALTZ CPA INC.

Name: KENNETH F. SMALTZ CPA INC. — KENNETH F SMALTZ, CPA INC. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: KENNETH F. SMALTZ CPA INC.

Form 5500-SF

FILING_RECEIVED

KENNETH F SMALTZ, CPA INC. PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$529K

Net assets (EOY)

$529K

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).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KENNETH F. SMALTZ CPA INC..

Plan sponsor

Name

KENNETH F. SMALTZ CPA INC.

EIN

34-1786125all filings

Address

815 YOUNGSTOWN WARREN RD · NILES, OH · 444464646

Phone

(330) 544-2227

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

2025-10-08

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

SCOTT D HEVENER CPA PLC

SCOTT D HEVENER CPA PLLC 401(K) PROFIT SHARING PLAN & TRUST

$529K · 4 participants

WIDLAK AND PETRICHES, P.C.

WIDLAK AND PETRICHES, P.C. 401(K) PLAN

$529K · 8 participants

HOBSON AND COMPANY, LLC

HOBSON AND COMPANY 401(K) PLAN

$529K · 4 participants

GOHIL & ASSOCIATES, PC

GOHIL & ASSOCIATES, PC PROFIT SHARING PLAN

$530K · 7 participants

LEVENSON GOLDBERG & COMPANY LL

LEVENSON GOLDBERG & CO 401(K) PLAN

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.