Original filing (PDF)20250317164153NAL0001585491001

INCERA AND ASSOCIATES

Name: INCERA AND ASSOCIATES — INCERA AND ASSOCIATES PROFIT SHARING PLAN, Form 5500 (2024)
Creator: INCERA AND ASSOCIATES

Form 5500-SF

FILING_RECEIVED

INCERA AND ASSOCIATES PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

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 INCERA AND ASSOCIATES.

Plan sponsor

Name

INCERA AND ASSOCIATES

EIN

59-1655471

Address

2100 SALZEDO ST. SUITE 301-A · CORAL GABLES, FL · 33134

Phone

(305) 442-0888

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-03-17

Pension benefit codes

2E · Profit-sharing

3B · Covers self-employed individuals

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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