Original filing (PDF)20250807103221NAL0004108496001

BLOCK & COLUCCI, P.A.

Name: BLOCK & COLUCCI, P.A. — BLOCK & COLUCCI, P.A. 401(K) PLAN, Form 5500 (2024)
Creator: BLOCK & COLUCCI, P.A.

Form 5500-SF

FILING_RECEIVED

BLOCK & COLUCCI, P.A. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

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 BLOCK & COLUCCI, P.A..

Plan sponsor

Name

BLOCK & COLUCCI, P.A.

EIN

65-1076296

Address

4425 MILITARY TRAIL #200 · #200 · JUPITER, FL · 33458

Phone

(561) 747-0110

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

2025-08-07

Pension benefit codes

2A · Age/service weighted or new comparability

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

NEWBERRY & ASSOCIATES, LTD

NEWBERRY & ASSOCIATES, LTD 401K PLAN

$1.7M · 5 participants

COCHRAN CLARK & THOMASON, ACCPAS

COCHRAN CLARK & THOMASON 401(K) PLAN

$1.7M · 8 participants

KILESHWAR MATHURA CPA, P.C.

KILESHWAR MATHURA CPA, P.C. 401(K) P/S PLAN

$1.7M · 2 participants

MENDES & HANEY LLP

MENDES & HANEY LLP 401(K) PLAN

$1.7M · 5 participants

PETERSON, BEYENHOF & ZAHLER, LTD.

PETERSON, BEYENHOF & ZAHLER, LTD. 401(K) PROFIT SHARING PLAN