Original filing (PDF)20250710091149NAL0003391443001

OUELLETTE & ASSOCIATES, P.A.

Name: OUELLETTE & ASSOCIATES, P.A. — OUELLETTE & ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: OUELLETTE & ASSOCIATES, P.A.

Form 5500-SF

FILING_RECEIVED

OUELLETTE & ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.6M

Net assets (EOY)

$9.6M

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 OUELLETTE & ASSOCIATES, P.A..

Plan sponsor

Name

OUELLETTE & ASSOCIATES, P.A.

EIN

01-0448675

Address

1111 LISBON STREET · LEWISTON, ME · 04240

Phone

(207) 786-0328

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

2025-07-10

Pension benefit codes

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

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

2J · 401(k) feature

2E · Profit-sharing

2A · Age/service weighted or new comparability

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

DORFMAN MIZRACH & THALER, LLP

DORFMAN MIZRACH & THALER, LLP 401(K) SAFE HARBOR PROFIT SHARING PLAN

$9.6M · 28 participants

HARITON, MANCUSO & JONES, P.C.

HARITON, MANCUSO & JONES, PC 401K PLAN

$9.6M · 14 participants

SACKRIDER & COMPANY, INC.

SACKRIDER & COMPANY, INC. EMPLOYEES PROFIT SHARING PLAN

$9.7M · 34 participants

CHRISTOPHER J. KOEHM, CPA

CHRISTOPHER J. KOEHM PROFIT SHARING 401(K)PLAN

$9.7M · 8 participants

LOVERIDGE HUNT & CO., PLLC