Original filing (PDF)20250613125315NAL0015680227001

WILLIAM P BRANDT, LLC

Name: WILLIAM P BRANDT, LLC — WILLIAM P BRANDT LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: WILLIAM P BRANDT, LLC

Form 5500-SF

FILING_RECEIVED

WILLIAM P BRANDT LLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$361K

Net assets (EOY)

$361K

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WILLIAM P BRANDT, LLC.

Plan sponsor

Name

WILLIAM P BRANDT, LLC

EIN

20-8451169all filings

Address

540 E CHESTNUT EXPY STE 111 · SPRINGFIELD, MO · 658061009

Phone

(417) 873-9628

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

2025-06-13

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

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

OWENS & MITCHELL PC

$361K · 6 participants

VICK AND GROHMAN CPAS PLLC

VICK AND GROHMAN CPAS PLLC 401(K) PLAN

$361K · 7 participants

ACCESSCFO'S INC.

ACCESSCFO'S INC. 401(K) P/S PLAN

$361K · 6 participants

WALQUIST & RENODIN CPAS PC

WALQUIST & RENODIN CPAS PC 401K PROFIT SHARING PLAN

$360K · 3 participants

THE WOODWORTH GROUP

THE WOODWORTH GROUP RETIREMENT TRUST

$362K · 1 participants

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