Original filing (PDF)20250626214131NAL0009291185001

PARSONS CPA, PLLC

Name: PARSONS CPA, PLLC — PARSONS CPA, PLLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: PARSONS CPA, PLLC

Form 5500-SF

FILING_RECEIVED

PARSONS CPA, PLLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

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 PARSONS CPA, PLLC.

Plan sponsor

Name

PARSONS CPA, PLLC

EIN

27-4214364

Address

927 EAST BOULEVARD · CHARLOTTE, NC · 28203

Phone

(704) 332-4000

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

2025-06-26

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

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

APPLE, KOCEJA & ASSOCIATES, PA

APPLE, KOCEJA & ASSOCIATES, PA 401(K) PROFIT SHARING PLAN

$3.4M · 16 participants

HARVEY & MARTIN PLLC

HARVEY & MARTIN 401(K) PROFIT SHARING PLAN AND TRUST

$3.4M · 16 participants

OPSAHL DAWSON & COMPANY ADVISORS, LLC

OPSAHL DAWSON & COMPANY 401(K) PLAN

$3.4M · 66 participants

PRIME PAYROLL SOLUTIONS

PRIME PAYROLL SOLUTIONS SAFE HARBOR 401(K) PLAN

$3.4M · 29 participants

MARIAN J BERG APC

PFSC RETIREMENT PLAN