Original filing (PDF)20250924153717NAL0008845792001

TOUHY CPA, PLLC

Name: TOUHY CPA, PLLC — TOUHY CPA, PLLC PROFIT SHARING 401(K) PLAN, Form 5500 (2024)
Creator: TOUHY CPA, PLLC

Form 5500-SF

FILING_RECEIVED

TOUHY CPA, PLLC PROFIT SHARING 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TOUHY CPA, PLLC.

Plan sponsor

Name

TOUHY CPA, PLLC

EIN

46-0635315

Address

800 VETERANS MEMORIAL HIGHWAY · SUITE 300 · HAUPPAUGE, NY · 11788

Phone

(631) 656-6605

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

2025-09-24

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

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

DICKEY AND TREMPER, LLP

DICKEY AND TREMPER, LLP 401(K)

$1.5M · 8 participants

BROKSTEIN AND ASSOCIATES CPAS LLP

BROKSTEIN AND ASSOCIATES CPAS LLP 401(K) PROFIT SHARING PLAN

$1.5M · 4 participants

BURKE, GRBELJA & SYMEONIDES, LLC

BURKE, GRBELJA & SYMEONIDES, LLC 401(K) PLAN

$1.5M · 13 participants

HARRIS N. SCHAFER, CPA, PC

HARRIS N. SCHAFER, CPA, PC PROFIT SHARING PLAN

$1.5M · 2 participants

ROBERTSON & ASSOCIATES, CPAS, A PROFESSIONAL CORPORATION