Original filing (PDF)20251009171539NAL0011973200001

SEAN CORE CPA PLLC

Name: SEAN CORE CPA PLLC — SEAN CORE CPA PLLC 401(K) PLAN, Form 5500 (2024)
Creator: SEAN CORE CPA PLLC

Form 5500-SF

FILING_RECEIVED

SEAN CORE CPA PLLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$36K

Net assets (EOY)

$36K

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 SEAN CORE CPA PLLC.

Plan sponsor

Name

SEAN CORE CPA PLLC

EIN

26-0442196

Address

565 WEST CHANDLER BOULEVARD · SUITE 112 · CHANDLER, AZ · 85225

Phone

(480) 626-5043

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

2025-10-09

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2H · Partial participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

L. LOPEZ, CPA & ASSOCIATES, INC.

L. LOPEZ, CPA & ASSOCIATES, INC. 401(K) PLAN

$37K · 3 participants

AZ SOUTHWEST CPA SERVICES, PLLC

AZ SOUTHWEST CPA SERVICES 401(K) & PROFIT SHARING PLAN

$36K · 2 participants

CATRICE JAMES CPA PC

CATRICE JAMES CPA PC 401(K) PLAN

$36K · 4 participants

ROGERS & CO TECHNOLOGY CONSULTANTS LLC

ROGERS & CO TECHNOLOGY CONSULTANTS LLC 401(K) PLAN

$37K · 2 participants

ACCOUNTING ON IT LLC

ACCOUNTING ON IT 401(K) PLAN