Original filing (PDF)20251117113437NAL0003403922001

FRANZ CPAS, INC.

Name: FRANZ CPAS, INC. — FRANZ CPAS INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: FRANZ CPAS, INC.

Form 5500-SF

FILING_RECEIVED

FRANZ CPAS INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

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 FRANZ CPAS, INC..

Plan sponsor

Name

FRANZ CPAS, INC.

EIN

31-1477396

Address

8370 EAST KEMPER ROAD · CINCINNATI, OH · 45249

Phone

(513) 489-4848

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-10-01

Tax period

2025-09-30

Filed

2025-11-17

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

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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