How big is Kaufman & McAllister, P.C.'s plan?

Kaufman & McAllister, P.C.'s plan reported $442K in assets and 2 participants for 2024.

Original filing (PDF)20250917145051NAL0000577360001

Kaufman & McAllister, P.C.

Name: Kaufman & McAllister, P.C. — Kaufman & McAllister, Form 5500 (2024)
Creator: Kaufman & McAllister, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kaufman & McAllister P.C. Profit Sharing Plan and Trust

Defined-contribution retirement plan · Kaufman & McAllister, P.C.'s Kaufman & McAllister P.C. Profit Sharing Plan and Trust held $442K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$442K

Net assets (EOY)

$442K

People on this filing

Gideon Kaufman signed Kaufman & McAllister, P.C.'s 2024 Form 5500 as plan administrator.

Gideon Kaufman — 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

Kaufman & McAllister, P.C.'s EIN is 84-1255113.

EIN 84-1255113

Plan number 001

Plan year 2024

ACK ID 20250917145051NAL0000577360001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kaufman & McAllister, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kaufman & McAllister, P.C.'s plan includes profit-sharing.

Decision-maker contacts

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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

Helping the score