Original filing (PDF)20250916164609NAL0002018449001

GEORGE R. PONZCEK, C.P.A., P.A.

Name: GEORGE R. PONZCEK, C.P.A., P.A. — GEORGE R. PONCZEK, C.P.A., P.A. 401(K) PLAN, Form 5500 (2024)
Creator: GEORGE R. PONZCEK, C.P.A., P.A.

Form 5500-SF

FILING_RECEIVED

GEORGE R. PONCZEK, C.P.A., P.A. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

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 GEORGE R. PONZCEK, C.P.A., P.A..

Plan sponsor

Name

GEORGE R. PONZCEK, C.P.A., P.A.

EIN

65-0963657

Address

7805 NW BEACON SQUARE BLVD · STE. 201 · BOCA RATON, FL · 33487

Phone

(561) 477-2880

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

2025-09-16

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

POLOUS & POLOUS, INC.

POLOUS & POLOUS, INC. 401(K) PLAN

$2.3M · 7 participants

NORMAN L MOLINE JR

NORMAN L MOLINE JR CPA PSP BASIC PS QRP GROUP PLAN

$2.3M · 2 participants

COBBINS & SEILER CPA, LLC

COBBINS & SEILER CPA, LLC 401(K) PLAN

$2.3M · 9 participants

HOUSHOLDER ARTMAN, P.L.L.C

HOUSHOLDER ARTMAN, P.L.L.C 401(K) PLAN

$2.3M · 12 participants

DAKOTA TAX & ACCOUNTING, INC.

DAKOTA TAX & ACCOUNTING, INC. 401K PLAN

$2.3M · 8 participants