Original filing (PDF)20250412220454NAL0051214690059

CHASEASSOCIATES, CPA, P.A.

Name: CHASEASSOCIATES, CPA, P.A. — CHASEASSOCIATES, CPA, P.A. 401(K) PLAN, Form 5500 (2024)
Creator: CHASEASSOCIATES, CPA, P.A.

Form 5500-SF

FILING_RECEIVED

CHASEASSOCIATES, CPA, P.A. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$325K

Net assets (EOY)

$325K

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 (89th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Decision-maker contacts

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

Plan sponsor

Name

CHASEASSOCIATES, CPA, P.A.

EIN

61-1401930all filings

Address

3959 VAN DYKE ROAD · #205 · LUTZ, FL · 335588025

Phone

(813) 444-4186

Industry