Original filing (PDF)20250725130608NAL0006658113001

GAUNCES & ASSOCIATES, CPAS APC

Name: GAUNCES & ASSOCIATES, CPAS APC — GAUNCE & ASSOCIAITES, CPAS APC 401(K) PLAN, Form 5500 (2024)
Creator: GAUNCES & ASSOCIATES, CPAS APC

Form 5500-SF

FILING_RECEIVED

GAUNCE & ASSOCIAITES, CPAS APC 401(K) PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

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 GAUNCES & ASSOCIATES, CPAS APC.

Plan sponsor

Name

GAUNCES & ASSOCIATES, CPAS APC

EIN

47-3091463

Address

225 W PLAZA ST STE 105 · SOLANA BEACH, CA · 920751164

Phone

(858) 755-8667

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

2025-07-25

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

2S · Automatic enrollment

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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