Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PAUL N LONGO CPA PC PROFIT SHARING PLAN
EIN 11-3314782accountingLatest filing 2025
Plans
2
Retirement
2
$2.0M assets
Welfare
0
Participants
4
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.0M assets / 4 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
PAUL N LONGO CPA PC PROFIT SHARING PLAN
ProfitSharing
Assets$1.3M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
PAUL N LONGO CPA PC MONEY PURCHASE PLAN
MoneyPurchase
Assets$704K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PAUL N LONGO CPA PC PROFIT SHARING PLAN | ProfitSharing | $1.3M | 2 | 2025 | |
| 002 | PAUL N LONGO CPA PC MONEY PURCHASE PLAN | MoneyPurchase | $704K | 2 | 2025 |
Retirement plans