Original filing (PDF)20250930100330NAL0029052114001

GERALD WALSH CPA, LLC

Name: GERALD WALSH CPA, LLC — GERALD WALSH CPA, LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: GERALD WALSH CPA, LLC

Form 5500-SF

FILING_RECEIVED

GERALD WALSH CPA, LLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$803K

Net assets (EOY)

$803K

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 (96th percentile).

Decision-maker contacts

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

Plan sponsor

Name

GERALD WALSH CPA, LLC

EIN

47-2191223all filings

Address

5525 TWIN KNOLLS ROAD · SUITE 325 · COLUMBIA, MD · 21045

Phone

(410) 715-9010

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

2025-09-30

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

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

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