Original filing (PDF)20250403105226NAL0010185041001

PAUL AARONSON CPA

Name: PAUL AARONSON CPA — PAUL AARONSON CPA 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: PAUL AARONSON CPA

Form 5500-SF

FILING_RECEIVED

PAUL AARONSON CPA 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$948K

Net assets (EOY)

$948K

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 (92nd percentile).

Decision-maker contacts

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

Plan sponsor

Name

PAUL AARONSON CPA

EIN

76-0689782all filings

Address

PO BOX 841781 · HOUSTON, TX · 77284

Phone

(713) 826-1355

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

2025-04-03

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

M. BLANK & COMPANY

M. BLANK & COMPANY 401(K) PLAN & TRUST

$948K · 13 participants

WARDLOW AND CASH, P.A.

WARDLOW AND CASH, P.A. 401(K) PROFIT SHARING PLAN

$948K · 10 participants

MORATTO ACCOUNTANCY CORPORATION

MORATTO ACCOUNTANCY CORPORATION 401K PROFIT SHARING PLAN

$949K · 3 participants

WMBO CPA GROUP, LLC

WMBO CPA GROUP, LLC 401(K) PLAN

$949K · 17 participants

KAPLAN & ASSOCIATES, CPAS, PLLC

KAPLAN & ASSOCIATES, CPAS, PLLC RETIREMENT PLAN

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