Original filing (PDF)20251113103111NAL0002606098001

GIDNEY & COMPANY

Name: GIDNEY & COMPANY — GIDNEY & COMPANY 401K PLAN, Form 5500 (2024)
Creator: GIDNEY & COMPANY

Form 5500-SF

FILING_RECEIVED

GIDNEY & COMPANY 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$905K

Net assets (EOY)

$905K

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 (90th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GIDNEY & COMPANY.

Plan sponsor

Name

GIDNEY & COMPANY

EIN

65-1064658all filings

Address

326 71ST STREET · MIAMI BEACH, FL · 33141

Phone

(305) 866-6266

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

2025-11-13

Pension benefit codes

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

GLOBAL ACCOUNTING SERVICES CPA, P.C.

GLOBAL ACCOUNTING SERVICES CPA P.C. 401(K) PROFIT SHARING PLAN

$906K · 8 participants

REA & SHOEMAKER, P.C.

REA & SHOEMAKER 401(K) PLAN

$904K · 1 participants

KIM M COOK, CPA

KIM M COOK 401(K) PLAN

$904K · 8 participants

VINOD GEORGE ABRAHAM CPA PC

VINOD GEORGE ABRAHAM CPA PC 401K PROFIT SHARING PLAN

$906K · 29 participants

SIDNEY FINKELSTEIN, P.A.

SIDNEY FINKELSTEIN, P.A. PROFIT SHARING PLAN

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.