· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
SUSANA E. VEGA CPA PA — VEGA & COMPANY, CPAS, P. A. 401 K PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250424144850NAL0004745267001
SUSANA E. VEGA CPA PA
Form 5500-SF
FILING_RECEIVED
VEGA & COMPANY, CPAS, P. A. 401 K PLAN
401(k) retirement plan
Active participants
4
Accounts w/ balance
5
Plan assets (EOY)
$1.7M
Net assets (EOY)
$1.7M
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
SUSANA E. VEGA CPA PA
.
Find decision makers
Plan sponsor
Name
SUSANA E. VEGA CPA PA
EIN
82-3406932
Address
222 ALMERIA AVENUE · CORAL GABLES, FL · 33134
Phone
(305) 400-9550
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
2025-04-24
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
2K · 401(m) arrangement
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
BREEDEN & ASSOCIATES, LTD.
BREEDEN & ASSOCIATES, LTD. 401(K) AND PROFIT SHARING PLAN
$1.7M · 8 participants
BURGESS COMPANY
BURGESS COMPANY 401(K) PLAN
$1.7M · 5 participants
KESNER GODES & MORRISSEY, LLC
KESNER, GODES, & MORRISSEY 401(K PLAN
$1.7M · 12 participants
SANJAY GUPTA & ASSOCIATES, LLC
SANJAY GUPTA & ASSOCIATES, LLC 401(K) P/S PLAN
$1.7M · 3 participants
CFO SYSTEMS, LLC
CFO SYSTEMS LLC 401(K) PROFIT SHARING PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.7M · 18 participants
DAVIES, HOUSER & SECREST, CPA, P.A.
DAVIES, HOUSER & SECREST, CPA, P.A. 401(K) PROFIT SHARING PLAN & TRUST
$1.7M · 12 participants
Large plans in Florida
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN
$16.3B · 41,945 participants
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN MASTER TRUST
$16.2B
PUBLIX SUPER MARKETS, INC.
PUBLIX SUPER MARKETS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST
$14.3B · 156,344 participants
PWC US GROUP LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PWC
$13.2B · 49,697 participants
ADP TOTALSOURCE GROUP, INC.
ADP TOTALSOURCE RETIREMENT SAVINGS PLAN
$9.2B · 299,514 participants
PRICEWATERHOUSECOOPERS LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PRICEWATERCOOPERS LLP
$9.1B · 50,893 participants