Original filing (PDF)20251216080221NAL0002414993001

SHARFF, WITTMER, KURTZ, JACKSON & DIAZ, P.A.

Name: SHARFF, WITTMER, KURTZ, JACKSON & DIAZ, P.A. — SHARFF, WITTMER, KURTZ, JACKSON & DIAZ, P.A. 401K PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: SHARFF, WITTMER, KURTZ, JACKSON & DIAZ, P.A.

Form 5500-SF

FILING_RECEIVED

SHARFF, WITTMER, KURTZ, JACKSON & DIAZ, P.A. 401K PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

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 SHARFF, WITTMER, KURTZ, JACKSON & DIAZ, P.A..

Plan sponsor

Name

SHARFF, WITTMER, KURTZ, JACKSON & DIAZ, P.A.

EIN

59-1460004

Address

4621 PONCE DE LEON BLVD · CORAL GABLES, FL · 33146

Phone

(305) 666-7229

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-05-01

Tax period

2025-04-30

Filed

2025-12-16

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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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