· 2022–2024 · DOL EFAST2

PERKINS SCHAFFER CPAS INC. — DOUGLAS W PERKINS CPA INC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)

Original filing (PDF)20250611134552NAL0012266979001

PERKINS SCHAFFER CPAS INC.

Form 5500-SF

FILING_RECEIVED

DOUGLAS W PERKINS CPA INC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

12

Accounts w/ balance

9

Plan assets (EOY)

$484K

Net assets (EOY)

$484K

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

64

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 PERKINS SCHAFFER CPAS INC..

Plan sponsor

Name

PERKINS SCHAFFER CPAS INC.

EIN

20-2400673all filings

Address

1208 LINCOLN HWY E · NEW HAVEN, IN · 467741431

Phone

(260) 493-3929

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

2025-06-11

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

SODERBERG AND BRENNER CPAS

SODERBERG AND BRENNER CPAS SAFE HARBOR 401(K)

$484K · 7 participants

CASKEY, MANDELL, KARP & BLOCK LL

CASKEY, MANDELL, KARP & BLOCK LLP 401K PLAN

$485K · 24 participants

PATRICK & RAINES, LLC

PATRICK & RAINES, LLC 401(K) P/S PLAN

$484K · 7 participants

KENNETH R BUTLER & SON PC

KENNETH R BUTLER & SON PC 401(K) PROFIT SHARING PLAN & TRUST

$484K · 4 participants

OBREMSKI ACCOUNTING RETIREMENT SAVINGS PLAN

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.