Original filing (PDF)20250522173127NAL0002884225001

MYERS VALUATION ASSOCIATES

Name: MYERS VALUATION ASSOCIATES — MYERS VALUATION ASSOCIATES 401(K) P/S PLAN, Form 5500 (2024)
Creator: MYERS VALUATION ASSOCIATES

Form 5500-SF

FILING_RECEIVED

MYERS VALUATION ASSOCIATES 401(K) P/S PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$532K

Net assets (EOY)

$532K

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (98th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MYERS VALUATION ASSOCIATES.

Plan sponsor

Name

MYERS VALUATION ASSOCIATES

EIN

26-3998129all filings

Address

318 NCREEK BLVD · SUITE 150 · GOODLETTSVILLE, TN · 37072

Phone

(615) 324-3855

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

2025-05-22

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

THOMAS V. SATRIANO, P.C., INC.

THOMAS V. SATRIANO, P.C., INC. DEFINED BENEFIT PENSION PLAN

$533K · 3 participants

BOHNSACK & FROMMELT, LLP

BOHNSACK & FROMMELT, LLP CASH BALANCE PLAN

$532K · 8 participants

RAFAEL DEL VALLE

UHY DEL VALLE & NIEVES, PSC CPA & BA RETIREMENT PLAN

$533K · 22 participants

BEMENT CPA

BEMENT CPA PC

$531K · 19 participants

DEO, LAMANNA, DEO & CO., PC

DEO, LAMANNA, DEO & CO., PC PROFIT SHARING PLAN

$534K · 1 participants

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