Original filing (PDF)20230607082712NAL0019863987001

AIN & GRUDA ASSOCIATES, P.A.

Name: AIN & GRUDA ASSOCIATES, P.A. — AG ASSOCIATES, CPAS RETIREMENT PLAN AND TRUST, Form 5500 (2022)
Creator: AIN & GRUDA ASSOCIATES, P.A.

Form 5500-SF

FILING_RECEIVED

AG ASSOCIATES, CPAS RETIREMENT PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

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 AIN & GRUDA ASSOCIATES, P.A..

Plan sponsor

Name

AIN & GRUDA ASSOCIATES, P.A.

DBA

AG ASSOCIATES, CPAS

EIN

65-1044887

Address

20764 W DIXIE HWY · AVENTURA, FL · 331801146

Phone

(305) 931-9844

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-06-07

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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