Original filing (PDF)20251013131547NAL0000641091001

ONPOINT CFO & CONTROLLER SERVICES, PC

Name: ONPOINT CFO & CONTROLLER SERVICES, PC — ONPOINT CFO & CONTROLLER SERVICES 401(K) PROFIT SHARING PLAN, Form 5500 (2023)
Creator: ONPOINT CFO & CONTROLLER SERVICES, PC

Form 5500-SF

FILING_RECEIVED

ONPOINT CFO & CONTROLLER SERVICES 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

Late filing · 10.9 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$116K

Net assets (EOY)

$116K

Plan health score

Above-average plan

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 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 10.9 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ONPOINT CFO & CONTROLLER SERVICES, PC.

Plan sponsor

Name

ONPOINT CFO & CONTROLLER SERVICES, PC

EIN

26-3344297all filings

Address

P. O. BOX 394 · GREENVILLE, SC · 29602

Phone

(864) 232-9840

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator