Original filing (PDF)20240521123233NAL0001109139001

BOZETARNIK & COMPANY, LLP

Name: BOZETARNIK & COMPANY, LLP — BOZETARNIK & COMPANY LLP DEFINED BENEFIT PLAN, Form 5500 (2023)
Creator: BOZETARNIK & COMPANY, LLP

Form 5500-SF

FILING_RECEIVED

BOZETARNIK & COMPANY LLP DEFINED BENEFIT PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$974K

Net assets (EOY)

$974K

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

BOZETARNIK & COMPANY, LLP

EIN

45-4639436

Address

2 HARVARD CIRCLE · SUITE 400 · WEST PALM BEACH, FL · 33409

Phone

(561) 253-7885

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-05-21

Pension benefit codes

1A · Pay-related DB formula

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

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

HANO CPAS INC

HANO CPAS INC 401(K) PLAN

$974K · 6 participants

IBARRA CARRILLO & SOTO APC

IBARRA CARRILLO & SOTO APC 401K PLAN

$973K · 22 participants

COLE & CO. PC

COLE & COMPANY PC 401(K) PLAN

$976K · 4 participants

AB TAWIL & ASSOCIATES, LLC

AB TAWIL & ASSOCIATES, LLC 401-K PLAN

$973K · 13 participants

JUDD & JUDD, PLLC

JUDD & JUDD, PLLC 401(K) PLAN

$976K · 6 participants

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.