Original filing (PDF)20251015204128NAL0005581841001

GARCIA & ORTIZ, PA

Name: GARCIA & ORTIZ, PA — GARCIA & ORTIZ, PA 401K PLAN, Form 5500 (2024)
Creator: GARCIA & ORTIZ, PA

Form 5500-SF

FILING_RECEIVED

GARCIA & ORTIZ, PA 401K 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 GARCIA & ORTIZ, PA.

Plan sponsor

Name

GARCIA & ORTIZ, PA

EIN

59-3410694

Address

888 EXECUTIVE CENTER DR. W, STE 101 · ST. PETERSBURG, FL · 33702

Phone

(727) 576-1245

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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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