Original filing (PDF)20250731105838NAL0008339232001

THOMAS J. LONGMAN,CPA,PA

Name: THOMAS J. LONGMAN,CPA,PA — THOMAS J. LONGMAN,CPA,PA 401(K) PLAN, Form 5500 (2024)
Creator: THOMAS J. LONGMAN,CPA,PA

Form 5500-SF

FILING_RECEIVED

THOMAS J. LONGMAN,CPA,PA 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

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 THOMAS J. LONGMAN,CPA,PA.

Plan sponsor

Name

THOMAS J. LONGMAN,CPA,PA

EIN

65-0454609

Address

11098 BISCAYNE BOULEVARD · MIAMI, FL · 33161

Phone

(305) 892-8598

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Name

THOMAS J. LONGMAN,CPA,PA

EIN

65-0454609

City

MIAMI, FL

Phone

(305) 892-8598

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-31

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2A · Age/service weighted or new comparability

3D · Pre-approved plan (master / prototype / VS)

2F · ERISA section 404(c)

2G · Total participant-directed accounts

Service providers (Schedule C)

Small plans don't disclose service providers

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