Original filing (PDF)20250626092945NAL0005072435001

DESIRE & COMPANY CPAS PLLC

Name: DESIRE & COMPANY CPAS PLLC — DESIRE & COMPANY CPAS PLLC 401K PLAN, Form 5500 (2024)
Creator: DESIRE & COMPANY CPAS PLLC

Form 5500-SF

FILING_RECEIVED

DESIRE & COMPANY CPAS PLLC 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$102K

Net assets (EOY)

$102K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DESIRE & COMPANY CPAS PLLC.

Plan sponsor

Name

DESIRE & COMPANY CPAS PLLC

EIN

45-2845518all filings

Address

405 RXR PLZ · SUITE 405 · UNIONDALE, NY · 11556

Phone

(917) 750-7686

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

2025-06-26

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

DAVID R MOTES, CPA

DAVID R MOTES CPA 401K PLAN

$102K · 2 participants

JP FINANCIAL SOLUTIONS, LLC

JP FINANCIAL SOLUTIONS, LLC 401(K) PLAN

$102K · 3 participants

BARNES PRESTON GLOBAL CPAS PA

BARNES PRESTON GLOBAL CPAS

$103K · 6 participants

DOWNING & STRICKLAND LLC

DSB SERVICES LLC 401K PLAN

$103K · 11 participants

SUNIL J SHAH C P A P C

SUNIL SHAH CPA 401K PLAN

$103K · 8 participants

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