Original filing (PDF)20250919120300NAL0005367890001

ANDREW E. DANIELS, CPA, P.A.

Name: ANDREW E. DANIELS, CPA, P.A. — ANDREW E. DANIELS, CPA, PA (K) PLAN, Form 5500 (2023)
Creator: ANDREW E. DANIELS, CPA, P.A.

Form 5500-SF

FILING_RECEIVED

ANDREW E. DANIELS, CPA, PA (K) PLAN

Defined-contribution retirement plan

Signals · 1

Late filing · 10.1 mo

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$744K

Net assets (EOY)

$744K

Plan health score

Above-average plan

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 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off

Filed 10.1 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

ANDREW E. DANIELS, CPA, P.A.

EIN

65-0711994all filings

Address

2457 E COMMERCIAL BLVD · FT LAUDERDALE, FL · 333084000

Phone

(954) 834-3890

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Name

ANDREW E. DANIELS, CPA, P.A.

EIN

65-0711994

City

FT LAUDERDALE, FL

Phone

(954) 834-3890

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2025-09-19

Pension benefit codes

3B · Covers self-employed individuals

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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