Original filing (PDF)20250725170738NAL0006105729001

CFO SYSTEMS, LLC

Name: CFO SYSTEMS, LLC — CFO SYSTEMS LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: CFO SYSTEMS, LLC

Form 5500-SF

FILING_RECEIVED

CFO SYSTEMS LLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

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 CFO SYSTEMS, LLC.

Plan sponsor

Name

CFO SYSTEMS, LLC

EIN

37-1776927

Address

10832 OLD MILL RD, SUITE 2 · OMAHA, NE · 68154

Phone

(402) 884-0066

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

2025-07-25

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

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

2A · Age/service weighted or new comparability

3H · Sponsor in controlled / affiliated group

2F · ERISA section 404(c)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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