Original filing (PDF)20250612124657NAL0027310704001

STETZER ACCOUNTING

Name: STETZER ACCOUNTING — STETZER ACCOUNTING 401(K) PLAN, Form 5500 (2024)
Creator: STETZER ACCOUNTING

Form 5500-SF

FILING_RECEIVED

STETZER ACCOUNTING 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

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 STETZER ACCOUNTING.

Plan sponsor

Name

STETZER ACCOUNTING

EIN

27-4227056

Address

W23082 STATE ROAD 35 · TREMPEALEAU, WI · 54661

Phone

(608) 385-5484

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

2025-06-12

Pension benefit codes

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

DUERR & CULLEN, CPAS, P.A.

DUERR & CULLEN, CPAS, P.A. 401(K) PLAN

$1.1M · 10 participants

ARMIJO AND ASSOCIATES

OSCAR G. ARMIJO, CPA CASH BALANCE PLAN

$1.1M · 7 participants

LUCIER CPA INC.

LUCIER CPA INC. 401(K) PLAN

$1.1M · 11 participants

NORTHLAND CPA'S, S.C.

NORTHLAND CPA'S, S.C. PENSION PLAN

$1.1M · 17 participants

D&W CPA'S INC.

D&W CPA'S INC. PENSION PLAN

$1.1M · 4 participants