Original filing (PDF)20251015165924NAL0005195841001

BRIAN T BOYD CPA PC

Name: BRIAN T BOYD CPA PC — BRIAN T BOYD CPA PC CASH BALANCE PLAN, Form 5500 (2024)
Creator: BRIAN T BOYD CPA PC

Form 5500-SF

FILING_RECEIVED

BRIAN T BOYD CPA PC CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$290K

Net assets (EOY)

$290K

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BRIAN T BOYD CPA PC.

Plan sponsor

Name

BRIAN T BOYD CPA PC

EIN

27-3819550all filings

Address

7410 BLANCO RD. SUITE 200 · SAN ANTONIO, TX · 78216

Phone

(210) 349-1386

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

1C · Cash balance or similar hybrid DB

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

Related plans

Similar-size CPA Offices plans

BRUMLEY ROBINSON & ASSOCIATES CPAS PLLC

BRUMLEY ROBINSON & ASSOCIATES RETIREMENT SAVINGS PLAN

$290K · 15 participants

MARILYN RICO, CPA AN ACCOUNTANCY CORPORATION

MARILYN RICO, CPA AN ACCOUNTANCY CORPORATION 401(K) PLAN

$289K · 2 participants

TAX DEFENSE OHIO

TAX DEFENSE OHIO 401(K) PROFIT SHARING PLAN AND TRUST

$290K · 11 participants

BRADLEY P COSTLOW CPA PLLC

BRADLEY P. COSTLOW CPA PLLC PROFIT SHARING PLAN

$290K · 2 participants

NEIDERHISER CONSULTING & ACCOUNTING GROUP, LLC

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