Original filing (PDF)20251014131530NAL0001402483001

CHIORINI, PLATT & JACOBS, CERTIFIED PUBLIC ACCOUNTANTS, LLP

Name: CHIORINI, PLATT & JACOBS, CERTIFIED PUBLIC ACCOUNTANTS, LLP — C P & J RETIREMENT 401(K) PLAN & TRUST, Form 5500 (2024)
Creator: CHIORINI, PLATT & JACOBS, CERTIFIED PUBLIC ACCOUNTANTS, LLP

Form 5500-SF

FILING_RECEIVED

C P & J RETIREMENT 401(K) PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.6M

Net assets (EOY)

$4.6M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHIORINI, PLATT & JACOBS, CERTIFIED PUBLIC ACCOUNTANTS, LLP.

Plan sponsor

Name

CHIORINI, PLATT & JACOBS, CERTIFIED PUBLIC ACCOUNTANTS, LLP

EIN

85-2838626

Address

901 CENTER STREET · SANTA CRUZ, CA · 95060

Phone

(831) 423-3883

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

2025-10-14

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

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

LBF GROUP, PLLC

LBF GROUP, PLLC 401(K) PLAN AND TRUST

$4.6M · 12 participants

SONNABEND & SHU C.P.A'S, INC

SONNABEND & SHU C.P.A'S, INC RETIREMENT PLAN

$4.6M · 3 participants

AMERICAN INVESTMENT PLANNERS L

AMERICAN INVESTMENT PLANNERS L 401(K) PROFIT SHARING PLAN & TRUST

$4.6M · 18 participants

TBK CPA PLLC

TBK CPA PLLC 401(K) PROFIT SHARING PLAN & TRUST

$4.6M · 29 participants

CYPHER & CYPHER, INC.

CYPHER & CYPHER, INC. 401(K) PROFIT SHARING PLAN