Original filing (PDF)20260722184858NAL0012667665001

John R. Pascoe Accountancy Corporation

Name: John R. Pascoe Accountancy Corporation — Form 5500 Plan 001 (2025)
Creator: John R. Pascoe Accountancy Corporation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

John R. Pascoe Accountancy Corporation Retirement Plan

401(k) retirement plan · John R. Pascoe Accountancy Corporation's John R. Pascoe Accountancy Corporation Retirement Plan held $2.5M in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

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

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (99th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JOHN R. PASCOE ACCOUNTANCY CORPORATION.

Plan sponsor

Name

JOHN R. PASCOE ACCOUNTANCY CORPORATION

EIN

33-0835452all filings

Address

901 DOVE STREET · SUITE 155 · NEWPORT BEACH, CA · 92660

Phone

(949) 251-1220

Industry

CPA Offices· Professional & Technical Services

Plan administrator