· 2022–2024 · DOL EFAST2

FINN & COHEN, CERTIFIED PUBLIC ACCOUNTANTS, A PROFESSIONAL CORP. — FINN & COHEN CERTIFIED PUBLIC ACCOUNTANTS, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20251014153402NAL0006607314001

FINN & COHEN, CERTIFIED PUBLIC ACCOUNTANTS, A PROFESSIONAL CORP.

Form 5500-SF

FILING_RECEIVED

FINN & COHEN CERTIFIED PUBLIC ACCOUNTANTS, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

14

Accounts w/ balance

15

Plan assets (EOY)

$8.1M

Net assets (EOY)

$8.1M

Plan health score (directional)

89

/ 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

75

Total plan cost

75

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FINN & COHEN, CERTIFIED PUBLIC ACCOUNTANTS, A PROFESSIONAL CORP..

Plan sponsor

Name

FINN & COHEN, CERTIFIED PUBLIC ACCOUNTANTS, A PROFESSIONAL CORP.

EIN

77-0296692

Address

425 PACIFIC STREET, SUITE 302 · MONTEREY, CA · 93940

Phone

(831) 375-5166

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

2025-10-14

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2A · Age/service weighted or new comparability

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

2K · 401(m) arrangement

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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