Original filing (PDF)20240628082656NAL0000540226001

STONE FINANCIAL & TAX CENTER, PLLC

Name: STONE FINANCIAL & TAX CENTER, PLLC — STONE FINANCIAL & TAX CENTER, PLLC 401K PLAN, Form 5500 (2023)
Creator: STONE FINANCIAL & TAX CENTER, PLLC

Form 5500-SF

FILING_RECEIVED

STONE FINANCIAL & TAX CENTER, PLLC 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$186K

Net assets (EOY)

$186K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STONE FINANCIAL & TAX CENTER, PLLC.

Plan sponsor

Name

STONE FINANCIAL & TAX CENTER, PLLC

EIN

03-0568160all filings

Address

202 NOTTINGHAM RD · HARRISON, AR · 72601

Phone

(870) 577-1263

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator