Original filing (PDF)20250922133633NAL0005300241001

SILVERMAN, KRANTZ & PORTER, AN ACCTCY. CORP.

Name: SILVERMAN, KRANTZ & PORTER, AN ACCTCY. CORP. — SILVERMAN, KRANTZ & PORTER 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: SILVERMAN, KRANTZ & PORTER, AN ACCTCY. CORP.

Form 5500-SF

FILING_RECEIVED

SILVERMAN, KRANTZ & PORTER 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.5M

Net assets (EOY)

$7.5M

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 SILVERMAN, KRANTZ & PORTER, AN ACCTCY. CORP..

Plan sponsor

Name

SILVERMAN, KRANTZ & PORTER, AN ACCTCY. CORP.

EIN

94-2917555

Address

4640 GEARY BOULEVARD · SAN FRANCISCO, CA · 941182907

Phone

(415) 668-5550

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

2025-09-22

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

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

PIETRAS, WERENSKI & COMPANY, P.C.

PIETRAS, WERENSKI & COMPANY, P.C. 401(K) PLAN AND TRUST

$7.5M · 3 participants

GRANDIZIO, WILKINS, LITTLE & MAT

GRANDIZIO, WILKINS, LITTLE & MATTHEWS, LLP 401(K) PLAN

$7.5M · 40 participants

FOWLER HOLLEY RAMBO & STALVEY, PC

FOWLER HOLLEY RAMBO & STALVEY PC 401K PLAN

$7.5M · 13 participants

ANDERSON, HAGER & MOE, S.C.

ANDERSON, HAGER & MOE SAVINGS AND RETIREMENT PLAN

$7.6M · 31 participants

HCJ CPAS & ADVISORS, PLLC