Original filing (PDF)20240208131445NAL0002014179001

WILLIAM VAUGHAN COMPANY

Name: WILLIAM VAUGHAN COMPANY — WILLIAM VAUGHAN COMPANY 401(K) PLAN, Form 5500 (2023)
Creator: WILLIAM VAUGHAN COMPANY

Form 5500-SF

FILING_RECEIVED

WILLIAM VAUGHAN COMPANY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WILLIAM VAUGHAN COMPANY.

Plan sponsor

Name

WILLIAM VAUGHAN COMPANY

EIN

34-1145015

Address

145 CHESTERFIELD LANE · MAUMEE, OH · 435373836

Phone

(419) 891-1040

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-10-31

Filed

2024-02-08

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

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

Related plans

Similar-size CPA Offices plans

RUSENKO CPA P.C.

RUSENKO CPA 401(K) PLAN

ROBERT W. TILLISON, JR., CPA, PA

ROBERT W. TILLISON, JR. CPA, PA 401(K) PLAN

KERKER & FLEISHER, P.C.

KERKER & FLEISHER, P.C. PROFIT SHARING PLAN

MELVIN B. FRIEDBERG, P.A.

MELVIN B. FRIEDBERG, P. A. 401(K) PROFIT SHARING PLAN

SMITH, MILES & COMPANY, LLC

SMITH, MILES & COMPANY, LLC PROFIT SHARING TRUST