Original filing (PDF)20251015121255NAL0004810705001

SAMUEL H. GLUCK, C.P.A.

Name: SAMUEL H. GLUCK, C.P.A. — SAMUEL H. GLUCK, C.P.A. CASH BALANCE PLAN, Form 5500 (2024)
Creator: SAMUEL H. GLUCK, C.P.A.

Form 5500-SF

FILING_RECEIVED

SAMUEL H. GLUCK, C.P.A. CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

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 SAMUEL H. GLUCK, C.P.A..

Plan sponsor

Name

SAMUEL H. GLUCK, C.P.A.

EIN

94-2931675

Address

950 TOWER LANE, SUITE 110 · FOSTER CITY, CA · 94404

Phone

(650) 837-9800

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

2025-10-15

Pension benefit codes

1C · Cash balance or similar hybrid DB

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

3B · Covers self-employed individuals

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

TERI B. RICE, CPA

RICE & COMPANY CPA'S 401(K) SAFE HARBOR PLAN

$1.4M · 1 participants

THE PROSPERUS GROUP, LLC DBA PROSPER CPAS

PROSPER CPAS 401(K) PLAN

$1.4M · 12 participants

RICHMAN ACCOUNTANCY CORPORATION

RICHMAN ACCOUNTANCY CORPORATION 401(K) PLAN

$1.4M · 4 participants

NOLL & COMPANY, INC.

NOLL & COMPANY, INC. 401(K) PLAN

$1.4M · 13 participants

JOSEPH M. LARSEN, CPA, PC

JOSEPH M. LARSEN, CPA, PC PROFIT SHARING PLAN