Original filing (PDF)20250716115133NAL0006816962001

VELKAST & ASSOCIATES INC

Name: VELKAST & ASSOCIATES INC — J & W ACCOUNTING 401K & PROFIT SHARE PLAN, Form 5500 (2024)
Creator: VELKAST & ASSOCIATES INC

Form 5500-SF

FILING_RECEIVED

J & W ACCOUNTING 401K & PROFIT SHARE PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$389K

Net assets (EOY)

$389K

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 VELKAST & ASSOCIATES INC.

Plan sponsor

Name

VELKAST & ASSOCIATES INC

EIN

45-4167797

Address

39 18 63RD STREET · WOODSIDE, NY · 11377

Phone

(718) 397-7100

Industry

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

2025-07-16

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)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

ALIMAC PC SERVICES, INC.

ALIMAC PC SERVICES INC. RETIREMENT SAVINGS PLAN

$390K · 6 participants

MONEYWISE SOLUTIONS, INC.

MONEYWISE SOLUTIONS, INC. 401(K) PLAN

$389K · 4 participants

PROPAY HR. LLC

PROPAY HR. LLC 401(K) RETIREMENT PLAN

$392K · 43 participants

SAVANT HCM LLC

SAVANT HCM 401(K) PLAN

$393K · 18 participants

LUMERO, LLC

LUMERO, LLC 401(K) PROFIT SHARING PLAN

$382K · 12 participants