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BOROS & JOSEPH CPAS — BOROS & JOSEPH CPAS APC PROFIT SHARING PLAN U/A JULY 7 2016, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250610165509NAL0025932896001
BOROS & JOSEPH CPAS
Form 5500-SF
FILING_RECEIVED
BOROS & JOSEPH CPAS APC PROFIT SHARING PLAN U/A JULY 7 2016
Defined-contribution retirement plan
Active participants
3
Accounts w/ balance
3
Plan assets (EOY)
$4.5M
Net assets (EOY)
$4.5M
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
BOROS & JOSEPH CPAS
.
Find decision makers
Plan sponsor
Name
BOROS & JOSEPH CPAS
DBA
BOROS & JOSEPH CPAS
EIN
81-0768841
Address
11770 BERNARDO PLAZA CT STE 210 · SAN DIEGO, CA · 921282424
Phone
(858) 487-8518
Industry
CPA Offices
· Professional & Technical Services
see 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
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
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