How big is Badger CPA's plan?

Badger CPA's plan reported $1.0M in assets and 26 participants for 2024.

Original filing (PDF)20250701060310NAL0017245664001

Badger CPA

Name: Badger CPA — Badger CPA 401(k) Plan, Form 5500 (2024)
Creator: Badger CPA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Badger CPA 401(k) Plan

401(k) retirement plan · Badger CPA's Badger CPA 401(k) Plan held $1.0M in plan assets for 26 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

People on this filing

Shirley Horner signed Badger CPA's 2024 Form 5500 as plan administrator.

Shirley Horner — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Badger CPA's EIN is 27-4260531.

EIN 27-4260531

Plan number 001

Plan year 2024

ACK ID 20250701060310NAL0017245664001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Badger CPA from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Badger CPA's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Above-average plan

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.

Plan sponsor

Name

BADGER CPA

EIN

all filings

Address

18402 US HWY 281 NORTH · STE 281 · SAN ANTONIO, TX · 78259

Phone

(210) 951-5577

Industry

CPA Offices· Professional & Technical Services

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

2025-07-01

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

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