Original filing (PDF)20250711082528NAL0009348304001

NEUMAN & COMPANY, P.A.

Name: NEUMAN & COMPANY, P.A. — NEUMAN & COMPANY, P.A. 401(K) PLAN, Form 5500 (2024)
Creator: NEUMAN & COMPANY, P.A.

Form 5500-SF

FILING_RECEIVED

NEUMAN & COMPANY, P.A. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$608K

Net assets (EOY)

$608K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (88th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NEUMAN & COMPANY, P.A..

Plan sponsor

Name

NEUMAN & COMPANY, P.A.

EIN

59-3476071all filings

Address

280 WEKIVA SPRINGS ROAD · SUITE 3030 · LONGWOOD, FL · 32779

Phone

(407) 862-7557

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

2025-07-11

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

CARAMEROS, RAWLS & DURHAM LLP

CARAMEROS, RAWLS & DURHAM LLP PROFIT SHARING PLAN

$608K · 4 participants

ZWYGART JOHN & ASSOCIATES CPAS PLLC

ZWYGART JOHN & ASSOCIATES CPAS PLLC 401(K) PLAN

$608K · 9 participants

WM THOMAS BAKER PA

WM THOMAS BAKER PROFIT SHARING PLAN

$608K · 1 participants

JAMES A. LYNCH CPA

JAMES A. LYNCH CPA 401(K) PROFIT SHARING PLAN

$608K · 7 participants

KIM & JANG CPAS LLC

KIM & JANG CPAS LLC PENSION PLAN

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.