Original filing (PDF)20250428144543NAL0008091971001

JOSEPH J CLINE CPA

Name: JOSEPH J CLINE CPA — JOSEPH J CLINE CPA 401(K) PLAN, Form 5500 (2024)
Creator: JOSEPH J CLINE CPA

Form 5500-SF

FILING_RECEIVED

JOSEPH J CLINE CPA 401(K) PLAN

Defined-contribution retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$768K

Net assets (EOY)

$768K

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 (96th percentile).

Decision-maker contacts

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

Plan sponsor

Name

JOSEPH J CLINE CPA

EIN

81-3964431all filings

Address

84 CHURCH ROAD · MILLINGTON, NJ · 07946

Phone

(908) 604-6755

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-28

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

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

KRISTIN HILL, CPA, P.C.

KRISTIN HILL, CPA, P.C. 401(K) PLAN

$768K · 2 participants

VANDEVANDER & NYPL, CPAS, A.C.

VANDEVANDER & NYPL, CPAS, A.C. 401(K) PROFIT SHARING PLAN

$768K · 4 participants

GOAD & COMPANY, CPA'S

GOAD AND COMPANY, CPA'S 401(K) PROFIT SHARING PLAN

$768K · 10 participants

BOTTAINI GALLUCCI & O'HANLON PC

BGO PC 401(K) PLAN

$769K · 12 participants

URSULA SERLUCA, CPA, LLC

URSULA SERLUCA, CPA, LLC PENSION PLAN

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.