Original filing (PDF)20251111161932NAL0002891971001

SCOTT A. BRAUER, C.P.A., P.A.

Name: SCOTT A. BRAUER, C.P.A., P.A. — SCOTT A. BRAUER, C.P.A., P.A. PROFIT SHARING PLAN AND OAKWOOD TRUST, Form 5500 (2024)
Creator: SCOTT A. BRAUER, C.P.A., P.A.

Form 5500-SF

FILING_RECEIVED

SCOTT A. BRAUER, C.P.A., P.A. PROFIT SHARING PLAN AND OAKWOOD TRUST

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$11.9M

Net assets (EOY)

$11.9M

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 SCOTT A. BRAUER, C.P.A., P.A..

Plan sponsor

Name

SCOTT A. BRAUER, C.P.A., P.A.

EIN

59-1908928

Address

810 NORTH BELCHER ROAD · CLEARWATER, FL · 33765

Phone

(727) 446-7129

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2025-11-11

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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