Original filing (PDF)20250528080615NAL0011784896001

HARRIS, BURNETT, AREND & SCHMIESING CPAS LTD

Name: HARRIS, BURNETT, AREND & SCHMIESING CPAS LTD — HARRIS, BURNETT, & SCHMIESING CPAS LTD 401K PROFIT SHARING PLAN, Form 5500 (2024)
Creator: HARRIS, BURNETT, AREND & SCHMIESING CPAS LTD

Form 5500-SF

FILING_RECEIVED

HARRIS, BURNETT, & SCHMIESING CPAS LTD 401K PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

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 HARRIS, BURNETT, AREND & SCHMIESING CPAS LTD.

Plan sponsor

Name

HARRIS, BURNETT, AREND & SCHMIESING CPAS LTD

EIN

20-0562744

Address

640 ENTERPRISE DR STE A · LEWIS CENTER, OH · 430359440

Phone

(614) 436-2727

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

2025-05-28

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

FRAZIN & CO, CPA

FRAZIN & CO, CPA 401K PROFIT SHARING PLAN

$2.2M · 8 participants

JENKINS, MAGNUS, VOLK & CARROLL, P.C.

JENKINS, MAGNUS, VOLK & CARROLL, P.C. DEFERRED COMP. PROFIT SHARING PLAN & TRUST

$2.2M · 3 participants

GEORGE JOHNSON AND COMPANY

GEORGE JOHNSON AND COMPANY 401(K) PROFIT SHARING PLAN & TRUST

$2.2M · 28 participants

T. MICHAEL HYDEN & ASSOCIATES, P.C.

HYDEN & ASSOCIATES, P.C. PROFIT SHARING PLAN

$2.2M · 2 participants

ROSSMANN, MACDONALD & BENETTI, AN ACCOUNTANCY CORPORATION