Original filing (PDF)20250521211702NAL0001988803001

JOE C HOCKADAY CPA PC

Name: JOE C HOCKADAY CPA PC — JOE C. HOCKADAY, CPA P.C. 401(K) PLAN, Form 5500 (2024)
Creator: JOE C HOCKADAY CPA PC

Form 5500-SF

FILING_RECEIVED

JOE C. HOCKADAY, CPA P.C. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$599K

Net assets (EOY)

$599K

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 JOE C HOCKADAY CPA PC.

Plan sponsor

Name

JOE C HOCKADAY CPA PC

EIN

20-1544190all filings

Address

9555 LEBANON, SUITE 302 · FRISCO, TX · 75035

Phone

(214) 705-2095

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

011

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-21

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

JAMES R. TOM, JR. CPA

JAMES R. TOM, JR. CPA 401K PLAN

$599K · 3 participants

BOYTAN & ASSOCIATES, LLP

BOYTAN & ASSOCIATES, LLP 401(K) PROFIT SHARING PLAN

$599K · 9 participants

KEN R. ADAMS, CPA'S, PA

KEN R. ADAMS, CPA'S, PA 401(K) PROFIT SHARING PLAN

$600K · 12 participants

NEXLAN, LLC

NEXLAN, LLC CASH BALANCE PLAN

$600K · 9 participants

STOLLER CPA, INC.

STOLLER CPA, INC. 401(K) PROFIT SHARING PLAN AND TRUST

$598K · 6 participants

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.