Original filing (PDF)20250718094701NAL0001462881001

JACKMAN BROWN CPA PC

Name: JACKMAN BROWN CPA PC — JACKMAN CPA 401(K) PLAN, Form 5500 (2024)
Creator: JACKMAN BROWN CPA PC

Form 5500-SF

FILING_RECEIVED

JACKMAN CPA 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4K

Net assets (EOY)

$4K

Plan health score

Above-average plan

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

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

JACKMAN BROWN CPA PC

EIN

84-3518746all filings

Address

85 BROADWAY SUITE E · AMITYVILLE, NY · 11701

Phone

(631) 598-6700

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

2025-07-18

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

DENTAL TAX ADVOCATES, LLC

DENTAL TAX ADVOCATES, LLC 401(K) PLAN

$4K · 2 participants

ACE ART NOU, LLC DBA ANDERSON-FOLKOFF

DBA ANDERSON-FOLKOFF 401(K) PLAN

$4K · 4 participants

PORTER & COMPANY, ACCOUNTANTS AND CONSULTANTS

PORTER & COMPANY, ACCOUNTANTS AND CONSULTANTS 401K PLAN

$4K · 1 participants

PEGUE-DENNIS, CPA P.C.

PEGUE-DENNIS, CPA P.C. 401(K) PLAN

$4K · 3 participants

PRUITT PREP CPA LLC

PRUITT PREP CPA LLC 401K PLAN

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