Original filing (PDF)20251007151822NAL0008180544001

TRACY ADKINS CPA PC

Name: TRACY ADKINS CPA PC — TRACY ADKINS CPA PC 401K PLAN, Form 5500 (2024)
Creator: TRACY ADKINS CPA PC

Form 5500-SF

FILING_RECEIVED

TRACY ADKINS CPA PC 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

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 TRACY ADKINS CPA PC.

Plan sponsor

Name

TRACY ADKINS CPA PC

EIN

20-3153078

Address

2144 BELT LINE RD STE H · MESQUITE, TX · 75150

Phone

(214) 664-9944

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

2025-10-07

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

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

TUGGLE, BURTON & CO., P.C.

TUGGLE, BURTON & CO., P.C. 401(K) PROFIT SHARING PLAN

$1.8M · 9 participants

R. KUHEN & C0., INC.

R. KUHEN & C0., INC. 401 (K) PROFIT SHARING PLAN

$1.8M · 4 participants

FINEMAN WEST & CO. LLP

FINEMAN WEST & CO. LLP RETIREMENT SAVINGS PLAN

$1.8M · 44 participants

BACALLCONNIFF INC.

BACALLCONNIFF, INC. PROFIT SHARING PLAN AND TRUST

$1.8M · 15 participants

BENNETT S. GROSSMAN

BENNETT S. GROSSMAN 401(K) PROFIT SHARING PLAN