Original filing (PDF)20250529142317NAL0007893761001

ZGODA & ASSOCIATES CPAS, P.C.

Name: ZGODA & ASSOCIATES CPAS, P.C. — ZGODA & ASSOCIATES RETIREMENT PLAN, Form 5500 (2024)
Creator: ZGODA & ASSOCIATES CPAS, P.C.

Form 5500-SF

FILING_RECEIVED

ZGODA & ASSOCIATES RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$15.3M

Net assets (EOY)

$15.3M

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 ZGODA & ASSOCIATES CPAS, P.C..

Plan sponsor

Name

ZGODA & ASSOCIATES CPAS, P.C.

EIN

81-1268207

Address

17 LIMESTONE DRIVE, SUITE 9 · WILLIAMSVILLE, NY · 14221

Phone

(716) 759-8358

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

2025-05-29

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

LANCE, SOLL & LUNGHARD, LLP

LANCE, SOLL & LUNGHARD, LLP 401(K) PROFIT SHARING PLAN

$15.3M · 121 participants

WILSON SHANNON AND SNOW INC

WILSON, SHANNON & SNOW, INC. 401(K) PROFIT SHARING PLAN

$15.3M · 30 participants

CHRISTOPHER, SMITH, LEONARD & STANELL, P.A.

CHRISTOPHER, SMITH, LEONARD & STANELL, P.A. RETIREMENT PLAN

$15.2M · 43 participants

THE CIULLA GROUP, LLC

THE CIULLA GROUP, LLC 401(K) PLAN

$15.2M · 15 participants

FROEHLING ANDERSON, LTD.