Original filing (PDF)20250519082503NAL0000656739002

SCOTT M. SOSNIK CPA LLC

Name: SCOTT M. SOSNIK CPA LLC — SCOTT M. SOSNIK CPA LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: SCOTT M. SOSNIK CPA LLC

Form 5500-SF

FILING_RECEIVED

SCOTT M. SOSNIK CPA LLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$300K

Net assets (EOY)

$300K

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.
High average account balance (88th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SCOTT M. SOSNIK CPA LLC.

Plan sponsor

Name

SCOTT M. SOSNIK CPA LLC

EIN

45-3673648all filings

Address

715 HOLLY COURT · NORWOOD, NJ · 07648

Phone

(201) 767-2011

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

2025-05-19

Pension benefit codes

2A · Age/service weighted or new comparability

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

Related plans

Similar-size CPA Offices plans

ROBERT CALZINI CPA LLC

ROBERT CALZINI CPA LLC 401(K) PLAN

$300K · 8 participants

TWENTY20 TAX AND CONSULTING PC

TWENTY20 TAX AND CONSULTING PC 401(K) PLAN

$300K · 5 participants

STEVEN ZUCKER PA

STEVEN ZUCKER PA 401(K) PROFIT SHARING PLAN & TRUST

$300K · 2 participants

MASHBURN CPA, PC

MASHBURN CPA 401(K) RETIREMENT PLAN

$299K · 3 participants

SKUNCIK, & ASSOCIATES LTD.

SKUNCIK & ASSOCIATES, LTD. 401(K) PLAN

$300K · 5 participants

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