Original filing (PDF)20250512135441NAL0012715843001

ABRAHAM I. KOZMA, P.A.

Name: ABRAHAM I. KOZMA, P.A. — ABRAHAM I. KOZMA, P.A. 401(K) P/S PLAN, Form 5500 (2024)
Creator: ABRAHAM I. KOZMA, P.A.

Form 5500-SF

FILING_RECEIVED

ABRAHAM I. KOZMA, P.A. 401(K) P/S PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$406K

Net assets (EOY)

$406K

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ABRAHAM I. KOZMA, P.A..

Plan sponsor

Name

ABRAHAM I. KOZMA, P.A.

EIN

65-0983869

Address

2801 FRUITVILLE ROAD · SUITE 180 · SARASOTA, FL · 34237

Phone

(941) 924-9892

Industry

All Other Professional Services· 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

2025-05-12

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size All Other Professional Services plans

EAST COAST INTEGRATED SYSTEMS, INC.

EAST COAST INTEGRATED SYSTEMS, INC. CASH BALANCE PLAN

$406K · 4 participants

EIGHTEEN KNOWLEDGE GROUP LLC

EIGHTEEN KNOWLEDGE GROUP LLC 401(K) PLAN

$406K · 1 participants

TOMMASOS LLC

TOMMASOS LLC 401(K) PROFIT SHARING PLAN & TRUST

$406K · 5 participants

BALL/FROST GROUP, LLC

BALL/FROST GROUP, LLC DEFINED BENEFIT PENSION PLAN

$406K · 4 participants

JOHN BALOBECK ENTERPRISES, INC.

JBE, INC. 401(K) PLAN