How big is Schloss & Associates PC's plan?

Schloss & Associates PC's plan reported $4.3M in assets and 2 participants for 2024.

Original filing (PDF)20251121133839NAL0003818531001

Schloss & Associates PC

Name: Schloss & Associates PC — Schloss & Associates PC, Form 5500 (2024)
Creator: Schloss & Associates PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Schloss & Associates PC Profit Sharing Plan

Defined-contribution retirement plan · Schloss & Associates PC's Schloss & Associates PC Profit Sharing Plan held $4.3M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.3M

Net assets (EOY)

$4.3M

People on this filing

Jerry Schloss signed Schloss & Associates PC's 2024 Form 5500 as plan administrator.

Jerry Schloss — 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

Schloss & Associates PC's EIN is 43-1172113.

EIN 43-1172113

Plan number 001

Plan year 2024

ACK ID 20251121133839NAL0003818531001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Schloss & Associates PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Schloss & Associates PC's plan includes profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SCHLOSS & ASSOCIATES PC.

Finding similar companies…

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