Original filing (PDF)20251009144030NAL0004002851001

ELLIN & TUCKER, CHARTERED

Name: ELLIN & TUCKER, CHARTERED — ELLIN & TUCKER, CHARTERED PROFIT SHARING 401K PLAN, Form 5500 (2024)
Creator: ELLIN & TUCKER, CHARTERED

Form 5500-SF

FILING_RECEIVED

ELLIN & TUCKER, CHARTERED PROFIT SHARING 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

111

Plan assets (EOY)

$35.1M

Net assets (EOY)

$35.1M

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 ELLIN & TUCKER, CHARTERED.

Plan sponsor

Name

ELLIN & TUCKER, CHARTERED

EIN

52-0959934

Address

400 EAST PRATT STREET · SUITE 200 · BALTIMORE, MD · 21202

Phone

(410) 727-5735

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

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

2A · Age/service weighted or new comparability

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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