Original filing (PDF)20250610150113NAL0014904817001

GLATER & ASSOCIATES PA

Name: GLATER & ASSOCIATES PA — GLATER & ASSOCIATES PA RETIREMENT PLAN, Form 5500 (2024)
Creator: GLATER & ASSOCIATES PA

Form 5500-SF

FILING_RECEIVED

GLATER & ASSOCIATES PA RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$199K

Net assets (EOY)

$199K

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 GLATER & ASSOCIATES PA.

Plan sponsor

Name

GLATER & ASSOCIATES PA

EIN

65-1073892

Address

2645 EXECUTIVE PARK DR · WESTON, FL · 33331

Phone

(954) 540-7500

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

2025-06-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

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 CPA Offices plans

GORANSON TAX AND CONSULTING, INC.

GORANSON TAX AND CONSULTING, INC. 401(K) PLAN

$199K · 4 participants

MAR-CAR ENTERPRISES INC

MAR-CAR ENTERPRISES INC 401(K) PROFIT SHARING PLAN & TRUST

$199K · 1 participants

CHERI R. DOWHAN, CPA, LLC

DOWHAN CPA 401(K) PLAN

$199K · 4 participants

TERRICFC LLC

TERRICFC LLC 401(K) PLAN

$199K · 110 participants

POOLER CPA GROUP, LLC

POOLER CPA GROUP, LLC 401(K) PLAN

$198K · 2 participants