· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
A. GARY AARONSON, CPA, PLLC — ARTHUR GARY AARONSON, CPA RETIREMENT PLAN AND TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251009114243NAL0006520849001
A. GARY AARONSON, CPA, PLLC
Form 5500-SF
FILING_RECEIVED
ARTHUR GARY AARONSON, CPA RETIREMENT PLAN AND TRUST
401(k) retirement plan
Active participants
7
Accounts w/ balance
7
Plan assets (EOY)
$3.0M
Net assets (EOY)
$3.0M
Plan health score (directional)
89
/ 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
A. GARY AARONSON, CPA, PLLC
.
Find decision makers
Plan sponsor
Name
A. GARY AARONSON, CPA, PLLC
EIN
45-3610272
Address
42 WEST 38TH STREET · SUITE 1003 · NEW YORK, NY · 10018
Phone
(212) 684-5770
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
2025-10-09
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
3B · Covers self-employed individuals
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size CPA Offices plans
KM&L, LLC
KM&L, LLC 401(K) PROFIT SHARING PLAN
$3.0M · 32 participants
GOLDIN GROUP LLC
GOLDIN GROUP 401(K) PLAN
$3.0M · 20 participants
SHANNON & MYERS, P.C.
SHANNON & MYERS, P.C. 401(K) PROFIT SHARING PLAN
$3.0M · 4 participants
CGUCPA, LLP
CGUCPA, LLP DEFINED BENEFIT PLAN
$3.0M · 14 participants
POWELL, BERLIN & FARD TAX AND ACCOUNTING, INC.
POWELL, BERLIN & FARD 401(K) PLAN & TRUST
$3.0M · 10 participants
100
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.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
SHELTON & COMPANY, CPAS, P.C.
SHELTON & COMPANY, CPAS, P.C. 401(K) PLAN
$3.0M · 10 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B
