Original filing (PDF)20250922184430NAL0002291011001

C & L ACCOUNTANCY CORPORATION

Name: C & L ACCOUNTANCY CORPORATION — C & L ACCOUNTANCY CORPORATION PENSION PLAN, Form 5500 (2024)
Creator: C & L ACCOUNTANCY CORPORATION

Form 5500-SF

FILING_RECEIVED

C & L ACCOUNTANCY CORPORATION PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan health score

100

/ 100

Grade A

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for C & L ACCOUNTANCY CORPORATION.

Plan sponsor

Name

C & L ACCOUNTANCY CORPORATION

EIN

26-4086628

Address

1300 VALLEY VISTA DR., #207 · DIAMOND BAR, CA · 91765

Phone

(909) 861-8900

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

2025-09-22

Pension benefit codes

1A · Pay-related DB formula

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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