· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
FILIPOVITCH & CO. — FILIPOVITCH & CO. PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250513173511NAL0040546290001
FILIPOVITCH & CO.
Form 5500-SF
FILING_RECEIVED
FILIPOVITCH & CO. PROFIT SHARING PLAN
401(k) retirement plan
Active participants
10
Accounts w/ balance
6
Plan assets (EOY)
$2.4M
Net assets (EOY)
$2.4M
Plan health score (directional)
86
/ 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
FILIPOVITCH & CO.
.
Find decision makers
Plan sponsor
Name
FILIPOVITCH & CO.
EIN
37-1747749
Address
5800 ARMADA DRIVE, STE 290 · CARLSBAD, CA · 92008
Phone
(760) 602-8200
Industry
CPA Offices
· Professional & Technical Services
see 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
2025-05-13
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
2H · Partial participant-directed accounts
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size CPA Offices plans
HAYES HART CPAS WEALTH MANAGEMENT, INC.
HAYES HART CPA'S WEALTH MANAGEMENT PROFIT SHARING PLAN
$2.4M · 5 participants
DUANE J PHILLIPS INC CERTIFIED PUBLIC ACCOUNTANTS
DUANE J PHILLIPS INC CERTIFIED PUBLIC ACCOUNTANTS 401K PROFIT SHARING PLAN
$2.4M · 5 participants
RICK CHEN, CPA, A PROFESSIONAL CORP.
RICK CHEN, CPA, A PROFESSIONAL CORP. 401(K) SAFE HARBOR PROFIT SHARING PLAN
$2.4M · 3 participants
OLNESS & ASSOCIATES, P.C., CERTIFIED PUBLIC ACCOUNTANTS
OLNESS & ASSOCIATES, P.C., CPAS 401K PLAN
$2.4M · 4 participants
80
Knocking points off
60% balance-to-active ratio — below typical for a healthy 401(k).
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
POPE SMITH BROWN & KING P A
POPE SMITH BROWN & KING P A 401(K) PROFIT SHARING PLAN & TRUST
$2.4M · 7 participants
CIZEK TAX GROUP, LTD.
CIZEK TAX GROUP, LTD 401(K) PROFIT SHARING PLAN
$2.4M · 2 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
