JOSEPH GREENBERG, AN ACCOUNTANCY CORPORATION PROFIT SHARING PLAN
Defined-contribution retirement plan
Signals · 1
High average account balance
Active participants
2
Accounts w/ balance
2
Plan assets (EOY)
$1.5M
Net assets (EOY)
$1.5M
Plan health score
91
/ 100
Grade A
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
69
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JOSEPH GREENBERG, AN ACCOUNTANCY CORPORATION.
Plan sponsor
Name
JOSEPH GREENBERG, AN ACCOUNTANCY CORPORATION
EIN
95-3783739
Address
2121 AVENUE OF THE STARS STE 800 · LOS ANGELES, CA · 90067
Phone
(310) 867-2701
Industry
CPA Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-06-01
Tax period
2024-05-31
Filed
2024-09-23
Pension benefit codes
2E · Profit-sharing
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.
