Original filing (PDF)20250811120608NAL0007189457001

JULIA E HAMPTON CPA PC

Name: JULIA E HAMPTON CPA PC — JULIA E HAMPTON CPA PC- 401K, Form 5500 (2024)
Creator: JULIA E HAMPTON CPA PC

Form 5500-SF

FILING_RECEIVED

JULIA E HAMPTON CPA PC- 401K

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$58K

Net assets (EOY)

$58K

Plan health score

/ 100

Grade B

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JULIA E HAMPTON CPA PC.

Plan sponsor

Name

JULIA E HAMPTON CPA PC

EIN

33-0999072

Address

26 SE 3RD ST SUITE 200 · LEES SUMMIT, MO · 64063

Phone

(816) 233-9534

Industry

All Other Professional Services· 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

2025-08-11

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)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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