Original filing (PDF)20250909135403NAL0020308609001

BLOCK & ASSOCIATES

Name: BLOCK & ASSOCIATES — GREGORY A. BLOCK AND ASSOCIATES 401K PLAN, Form 5500 (2024)
Creator: BLOCK & ASSOCIATES

Form 5500-SF

FILING_RECEIVED

GREGORY A. BLOCK AND ASSOCIATES 401K PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

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 BLOCK & ASSOCIATES.

Plan sponsor

Name

BLOCK & ASSOCIATES

EIN

93-4381118

Address

225 W. PLAZA STREET #105 · SOLANA BEACH, CA · 92075

Phone

(858) 755-8667

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-09

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

ANDREW S. PFAU, CPA, PC

ANDREW S. PFAU, CPA, PC QRP

$1.5M · 1 participants

SPAFFORD & LANDRY, INC.

SPAFFORD & LANDRY, INC. 401K PLAN

$1.5M · 5 participants

STASZAK & COMPANY, INC.

STASZAK & COMPANY, INC. 401(K) P/S PLAN

$1.5M · 21 participants

BUCCI & ASSOCIATES

BUCCI & ASSOCIATES 401(K) PLAN

$1.5M · 8 participants

KIRSCH CPA GROUP, LLC

KIRSCH CPA GROUP, LLC 401(K) PLAN

$1.5M · 45 participants