· 2022–2024 · DOL EFAST2

Furman & Doepfner CPAS PLLC — Furman & Doepfner CPAS, Form 5500 (2024)

Original filing (PDF)20250625130440NAL0011566800001

Furman & Doepfner CPAS PLLC

Form 5500-SF

FILING_RECEIVED

Furman & Doepfner CPAS PLLC 401(k) Profit Sharing Plan

401(k) retirement plan · Furman & Doepfner CPAS PLLC's Furman & Doepfner CPAS PLLC 401(k) Profit Sharing Plan held $803K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

4

Accounts w/ balance

4

Plan assets (EOY)

$803K

Net assets (EOY)

$803K

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

87

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (96th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FURMAN & DOEPFNER CPAS PLLC.

Plan sponsor

Name

FURMAN & DOEPFNER CPAS PLLC

EIN

93-4973792all filings

Address

3000 MARCUS AVENUE SUITE 1E5 · LAKE SUCCESS, NY · 110421096

Phone

(516) 326-6200

Industry

CPA Offices· Professional & Technical Services

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

2025-06-25

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2G · Total participant-directed accounts

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

Oliveira & Associates, Ltd.

Oliveira & Associates, Ltd. Retirement Plan

$803K · 10 participants

Gerald Walsh CPA, LLC

Gerald Walsh CPA, LLC 401(k) Profit Sharing Plan

$803K · 5 participants

Causon & Westhoff, CPA'S, P.C.

Causon & Westhoff, CPA'S, PC Profit Sharing Plan

$802K · 2 participants

KEE & Associates, LLP

KEE & Associates, LLP 401(k) Plan

$802K · 16 participants

Gothie & Associates, LLC

Gothie & Associates 401(k) Plan

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.