Original filing (PDF)20250617152210NAL0002635344001

BEE BERGVALL AND CO., PC

Name: BEE BERGVALL AND CO., PC — BEE, BERGVALL & CO., PC 401(K) P/S PLAN, Form 5500 (2024)
Creator: BEE BERGVALL AND CO., PC

Form 5500-SF

FILING_RECEIVED

BEE, BERGVALL & CO., PC 401(K) P/S PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.2M

Net assets (EOY)

$5.2M

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 BEE BERGVALL AND CO., PC.

Plan sponsor

Name

BEE BERGVALL AND CO., PC

EIN

23-2749044

Address

936 EASTON ROAD · PO BOX 754 · WARRINGTON, PA · 18976

Phone

(215) 343-2727

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

2025-06-17

Pension benefit codes

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

WHALEN & COMPANY, INC.

WHALEN & COMPANY RETIREMENT SAVINGS PLAN

$5.2M · 35 participants

BUMPERS & COMPANY

BUMPERS AND COMPANY 401(K) PROFIT SHARING PLAN

$5.2M

NHKTLH, P.C.

NHKTLH, P.C. 401(K) PLAN AND TRUST

$5.2M · 13 participants

BMG CERTIFIED PUBLIC ACCOUNTANTS

BMG CERTIFIED PUBLIC ACCOUNTANTS, LLP RTRMNT PLAN

$5.2M · 25 participants

VASQUEZ & COMPANY LLP

VASQUEZ & COMPANY, LLP 401(K) PLAN

$5.2M · 67 participants