· 2022–2024 · DOL EFAST2

LOCEY MITCHELL & ASSOCIATES, LTD. — LOCEY MITCHELL & ASSOCIATES, LTD. 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)

Original filing (PDF)20250721105112NAL0001485152001

LOCEY MITCHELL & ASSOCIATES, LTD.

Form 5500-SF

FILING_RECEIVED

LOCEY MITCHELL & ASSOCIATES, LTD. 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Signals · 1

High average account balance

Active participants

4

Accounts w/ balance

5

Plan assets (EOY)

$773K

Net assets (EOY)

$773K

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

91

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (94th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LOCEY MITCHELL & ASSOCIATES, LTD..

Plan sponsor

Name

LOCEY MITCHELL & ASSOCIATES, LTD.

EIN

31-1683754all filings

Address

4760 RED BANK EXPRESSWAY · SUITE 222 · CINCINNATI, OH · 45227

Phone

(513) 281-3333

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

2025-07-21

Pension benefit codes

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)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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