Original filing (PDF)20251009085100NAL0006706593001

LETTICH AND ZIPAY, CPA'S

Name: LETTICH AND ZIPAY, CPA'S — LETTICH AND ZIPAY 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: LETTICH AND ZIPAY, CPA'S

Form 5500-SF

FILING_RECEIVED

LETTICH AND ZIPAY 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

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 LETTICH AND ZIPAY, CPA'S.

Plan sponsor

Name

LETTICH AND ZIPAY, CPA'S

EIN

47-1815830

Address

2500 WEST END AVENUE, SUITE 10 · POTTSVILLE, PA · 17901

Phone

(570) 622-8761

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

2025-10-09

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

MARSHALL & MARSHALL CPAS PC

MARSHALL AND MARSHALL CPAS PC 401(K) PLAN

$2.5M · 5 participants

ROCHELLE NECHIN ETAL

ROCHELLE NECHIN ETAL CPAS PROFIT SHARING PLAN

$2.5M · 3 participants

HANNA, LEMAR & MORRIS, CPA'S, P.A.

HANNA, LEMAR & MORRIS, CPA'S, P. A. 401(K) PLAN

$2.5M · 10 participants

M.J. PORTER & ASSOCIATES, L.L.P.

THE M.J. PORTER & ASSOCIATES, L.L.P. 401(K) PROFIT SHARING PLAN & TRUST

$2.5M · 9 participants

BOOTH ASSOCIATES

BOOTH ASSOCIATES 401(K) PLAN