Original filing (PDF)20250720143803NAL0000557360001

STOKES & COMPANY, CPAS, PC

Name: STOKES & COMPANY, CPAS, PC — STOKES & COMPANY, CPAS, PC 401(K) PLAN, Form 5500 (2024)
Creator: STOKES & COMPANY, CPAS, PC

Form 5500-SF

FILING_RECEIVED

STOKES & COMPANY, CPAS, PC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

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 STOKES & COMPANY, CPAS, PC.

Plan sponsor

Name

STOKES & COMPANY, CPAS, PC

EIN

26-3718747

Address

108 FREDERICK STREET · GREENVILLE, SC · 29607

Phone

(864) 242-1418

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

2025-07-20

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

COLLEEN ANDERSON CPA PLLC

COLLEEN ANDERSON CPA PLLC 401(K) PLAN

$1.7M · 5 participants

PACKARD, APPLEBY & ROGERS PC

PACKARD, APPLEBY & ROGERS 401(K) PLAN

$1.7M · 11 participants

STINNETT PADRUTT & ARANYOSI CO.

STINNETT, PADRUTT & ARANYOSI COMPANY 401(K) PLAN

$1.7M · 8 participants

ANDERSON, ADKINS & COMPANY

ANDERSON, ADKINS & COMPANY 401(K) PLAN

$1.7M · 12 participants

RENE S. RANDEL, CPA, PC

RENE S. RANDEL, CPA, PC 401(K) PLAN