· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
THOMAS & ZURCHER, P.A. — 401K/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF THOMAS & ZURCHER, P.A., Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250815143333NAL0024324994001
THOMAS & ZURCHER, P.A.
Form 5500-SF
FILING_RECEIVED
401K/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF THOMAS & ZURCHER, P.A.
401(k) retirement plan
Active participants
14
Accounts w/ balance
22
Plan assets (EOY)
$18.2M
Net assets (EOY)
$18.2M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
THOMAS & ZURCHER, P.A.
.
Find decision makers
Plan sponsor
Name
THOMAS & ZURCHER, P.A.
EIN
59-2199138
Address
1302 ORANGE AVENUE · WINTER PARK, FL · 327894912
Phone
(407) 599-5900
Industry
CPA Offices
· Professional & Technical Services
see 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
2025-08-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
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
Related plans
Similar-size CPA Offices plans
HUSELTON, MORGAN & MAULTSBY, PC
HUSELTON, MORGAN & MAULTSBY, PC RETIREMENT PLAN & TRUST
$18.3M · 94 participants
MELONI HRIBAL TRATNER LLP
MELONI HRIBAL TRATNER LLP 401(K) PROFIT SHARING PLAN
$18.2M · 33 participants
HENRY AND PETERS, PC
HENRY AND PETERS, PC 401(K) PLAN
$18.3M · 102 participants
FLAGEL, HUBER, FLAGEL & COMPANY
FLAGEL, HUBER, FLAGEL & COMPANY RETIREMENT SAVINGS PLAN
$18.3M · 56 participants
DUFFY KRUSPODIN, LLP
DUFFY KRUSPODIN, LLP 401(K) PROFIT SHARING PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
$18.1M · 149 participants
GORFINE, SCHILLER & GARDYN, PA..
GORFINE, SCHILLER & GARDYN, P.A. 401(K) SALARY REDUCTION PLAN
$18.1M · 105 participants
Large plans in Florida
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN
$16.3B · 41,945 participants
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN MASTER TRUST
$16.2B
PUBLIX SUPER MARKETS, INC.
PUBLIX SUPER MARKETS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST
$14.3B · 156,344 participants
PWC US GROUP LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PWC
$13.2B · 49,697 participants
ADP TOTALSOURCE GROUP, INC.
ADP TOTALSOURCE RETIREMENT SAVINGS PLAN
$9.2B · 299,514 participants
PRICEWATERHOUSECOOPERS LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PRICEWATERCOOPERS LLP
$9.1B · 50,893 participants
