Original filing (PDF)20250709150008NAL0004898849001

WEBER & ASSOCIATES CPA'S LLC

Name: WEBER & ASSOCIATES CPA'S LLC — WEBER & ASSOCIATES, CPA'S LLC 401(K) PLAN, Form 5500 (2024)
Creator: WEBER & ASSOCIATES CPA'S LLC

Form 5500-SF

FILING_RECEIVED

WEBER & ASSOCIATES, CPA'S LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.8M

Net assets (EOY)

$5.8M

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 WEBER & ASSOCIATES CPA'S LLC.

Plan sponsor

Name

WEBER & ASSOCIATES CPA'S LLC

EIN

20-8171351

Address

314 N LAKE ST SUITE 1B · AURORA, IL · 605064160

Phone

(630) 897-4500

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

2025-07-09

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

ATCHLEY & ASSOCIATES LLP

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

$5.8M · 60 participants

JAY GELBEIN AND COMPANY CERTIFIED PUBLIC ACCOUNTS LLP

JAY GELBEIN, CPA PROFIT SHARING PLAN

$5.8M · 8 participants

MILLER, MAYER, SULLIVAN & STEVENS, LLP

MILLER, MAYER, SULLIVAN & STEVENS, LLP 401(K) PROFIT SHARING PLAN

$5.8M · 19 participants

WIKOFF COMBS & CO., LLC

WIKOFF COMBS & CO., LLC 401(K) RETIREMENT SAVINGS PLAN

$5.8M · 14 participants

GRAY LOCEY CPA PLLC