How big is Gregory S. Gefen, P.A.'s plan?

Gregory S. Gefen, P.A.'s plan reported $1.1M in assets and 11 participants for 2024.

Original filing (PDF)20250907143705NAL0011474499001

Gregory S. Gefen, P.A.

Name: Gregory S. Gefen, P.A. — Gregory S. Gefen, P.A., Form 5500 (2024)
Creator: Gregory S. Gefen, P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Gregory S. Gefen, P.A. 401(k) Profit Sharing Plan

401(k) retirement plan · Gregory S. Gefen, P.A.'s Gregory S. Gefen, P.A. 401(k) Profit Sharing Plan held $1.1M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Gregory S. Gefen signed Gregory S. Gefen, P.A.'s 2024 Form 5500 as plan administrator.

Gregory S. Gefen — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Gregory S. Gefen, P.A.'s EIN is 81-2873097.

EIN 81-2873097

Plan number 001

Plan year 2024

ACK ID 20250907143705NAL0011474499001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Gregory S. Gefen, P.A. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Gregory S. Gefen, P.A.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GREGORY S. GEFEN, P.A..

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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

Knocking points off