How big is Gary A. Margolis, ACCT. Corp.'s plan?

Gary A. Margolis, ACCT. Corp.'s plan reported $6.9M in assets and 1 participants for 2025.

Original filing (PDF)20260318145818NAL0005150192001

Gary A. Margolis, ACCT. Corp.

Name: Gary A. Margolis, ACCT. Corp. — Gary A. Margolis, Form 5500 (2025)
Creator: Gary A. Margolis, ACCT. Corp.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Gary A. Margolis Accountancy Corp. 401(k) Profit Sharing Plan

401(k) retirement plan · Gary A. Margolis, ACCT. Corp.'s Gary A. Margolis Accountancy Corp. 401(k) Profit Sharing Plan held $6.9M in plan assets for 1 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.9M

Net assets (EOY)

$6.9M

Plan identifiers

Gary A. Margolis, ACCT. Corp.'s EIN is 95-4356130.

EIN 95-4356130

Plan number 001

Plan year 2025

ACK ID 20260318145818NAL0005150192001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Gary A. Margolis, ACCT. Corp. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Gary A. Margolis, ACCT. Corp.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GARY A. MARGOLIS, ACCT. CORP..

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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

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (92nd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (100th percentile).

Plan sponsor

Name

GARY A. MARGOLIS, ACCT. CORP.

EIN

all filings

Address

3452 E. FOOTHILL BLVD. #125 · PASADENA, CA · 91107

Phone

(626) 447-9679

Industry

CPA Offices· Professional & Technical Services

Plan administrator