How big is Samuels & Associates CPAS LLC's plan?

Samuels & Associates CPAS LLC's plan reported $72K in assets and 5 participants for 2024.

Original filing (PDF)20251203172046NAL0000932065001

Samuels & Associates CPAS LLC

Name: Samuels & Associates CPAS LLC — Samuels & Associates, Form 5500 (2024)
Creator: Samuels & Associates CPAS LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Samuels & Associates CPA'S LLC 401(k) Plan

401(k) retirement plan · Samuels & Associates CPAS LLC's Samuels & Associates CPA'S LLC 401(k) Plan held $72K in plan assets for 5 participants in 2024.

Signals · 1

Late filing · 0.6 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$72K

Net assets (EOY)

$72K

People on this filing

Howard Samuels signed Samuels & Associates CPAS LLC's 2024 Form 5500 as plan administrator.

Howard Samuels — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Samuels & Associates CPAS LLC's EIN is 47-5340984.

EIN 47-5340984

Plan number 001

Plan year 2024

ACK ID 20251203172046NAL0000932065001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Samuels & Associates CPAS LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Samuels & Associates CPAS LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 0.6 months past the 10.5-month grace window.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (14th percentile).

Helping the score