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DAVID FRITSCHY, CPA — DAVID FRITSCHY CPA 401K PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20260128171507NAL0004484787001
DAVID FRITSCHY, CPA
Form 5500-SF
FILING_RECEIVED
DAVID FRITSCHY CPA 401K PLAN
401(k) retirement plan
Signals · 1
Late filing · 2.4 mo
Active participants
4
Accounts w/ balance
—
Plan assets (EOY)
$3.7M
Net assets (EOY)
$3.7M
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
90
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
DAVID FRITSCHY, CPA
.
Find decision makers
Plan sponsor
Name
DAVID FRITSCHY, CPA
EIN
45-2571013
Address
315 N. CANAL STREET, SUITE B · SUITE B · CARLSBAD, NM · 88220
Phone
(575) 234-1612
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
2026-01-28
Pension benefit codes
2R · Participant-directed brokerage (SDBA)
2E · Profit-sharing
2J · 401(k) feature
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
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Knocking points off
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Helping the score
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