Original filing (PDF)20250425133634NAL0008756881001

SOKOL & SOKOL, CPA'S

Name: SOKOL & SOKOL, CPA'S — SOKOL & SOKOL 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: SOKOL & SOKOL, CPA'S

Form 5500-SF

FILING_RECEIVED

SOKOL & SOKOL 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$918K

Net assets (EOY)

$918K

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 (86th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Decision-maker contacts

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

Plan sponsor

Name

SOKOL & SOKOL, CPA'S

EIN

65-0460107all filings

Address

10840 SW 113TH PLACE · MIAMI, FL · 33176

Phone

(305) 273-0008

Industry