Original filing (PDF)20250509103033NAL0019856592001

BLAKESBERG AND COMPANY CPAS

Name: BLAKESBERG AND COMPANY CPAS — BLAKESBERG & CO CPA 401(K) PLAN, Form 5500 (2024)
Creator: BLAKESBERG AND COMPANY CPAS

Form 5500-SF

FILING_RECEIVED

BLAKESBERG & CO CPA 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$232K

Net assets (EOY)

$232K

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.

Decision-maker contacts

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

Plan sponsor

Name

BLAKESBERG AND COMPANY CPAS

EIN

65-0154724all filings

Address

951 SW 4TH AVENUE · BOCA RATON, FL · 33432

Phone

(561) 750-8300

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

2025-05-09

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

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

MICHAEL B. WELCH CPA

MICHAEL B. WELCH CPA CASH BALANCE PLAN

$232K · 6 participants

HALKIADAKIS & CO., P.C.

HALKIADAKIS & CO., P.C. 401(K) PLAN

$232K · 5 participants

PCJ ACCOUNTING SERVICES

PCJ ACCOUNTING 401K PLAN

$232K · 4 participants

CAPITAL MORTGAGE SOLUTIONS

$232K · 5 participants

BESIDE THE POINT INC.

NONPROFIT BOOKKEEPING 401(K) PLAN

$232K · 24 participants

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