Original filing (PDF)20240212135147NAL0005748275001

KEITH ALTIZER & COMPANY, P.A.

Name: KEITH ALTIZER & COMPANY, P.A. — KEITH ALTIZER & CO. 401(K) PLAN, Form 5500 (2023)
Creator: KEITH ALTIZER & COMPANY, P.A.

Form 5500-SF

FILING_RECEIVED

KEITH ALTIZER & CO. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

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 KEITH ALTIZER & COMPANY, P.A..

Plan sponsor

Name

KEITH ALTIZER & COMPANY, P.A.

EIN

59-1629947

Address

431 E HORATIO AVE STE 300 · MAITLAND, FL · 327514560

Phone

(407) 539-1188

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Name

KEITH ALTIZER & COMPANY, P.A.

EIN

59-1629947

City

MAITLAND, FL

Phone

(407) 539-1188

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-02-12

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)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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