How big is Sharff, Wittmer, Kurtz, Jackson & Diaz, P.A.'s plan?

Sharff, Wittmer, Kurtz, Jackson & Diaz, P.A.'s plan reported $2.6M in assets and 28 participants for 2024.

Original filing (PDF)20251216080221NAL0002414993001

Sharff, Wittmer, Kurtz, Jackson & Diaz, P.A.

Name: Sharff, Wittmer, Kurtz, Jackson & Diaz, P.A. — Form 5500 Plan 002 (2024)
Creator: Sharff, Wittmer, Kurtz, Jackson & Diaz, P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sharff, Wittmer, Kurtz, Jackson & Diaz, P.A. 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Sharff, Wittmer, Kurtz, Jackson & Diaz, P.A.'s Sharff, Wittmer, Kurtz, Jackson & Diaz, P.A. 401(k) Profit Sharing Plan and Trust held $2.6M in plan assets for 28 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

Plan identifiers

Sharff, Wittmer, Kurtz, Jackson & Diaz, P.A.'s EIN is 59-1460004.

EIN 59-1460004

Plan number 002

Plan year 2024

ACK ID 20251216080221NAL0002414993001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sharff, Wittmer, Kurtz, Jackson & Diaz, P.A. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sharff, Wittmer, Kurtz, Jackson & Diaz, P.A.'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 SHARFF, WITTMER, KURTZ, JACKSON & DIAZ, P.A..

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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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score