Original filing (PDF)20251001161523NAL0018043203001

BUTALA SIMMONS CAMILLERI & BARANSKI PC

Name: BUTALA SIMMONS CAMILLERI & BARANSKI PC — BUTALA SIMMONS CAMILLERI & BARANSKI PC 401(K) PLAN AND TRUST, Form 5500 (2024)
Creator: BUTALA SIMMONS CAMILLERI & BARANSKI PC

Form 5500-SF

FILING_RECEIVED

BUTALA SIMMONS CAMILLERI & BARANSKI PC 401(K) PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BUTALA SIMMONS CAMILLERI & BARANSKI PC.

Plan sponsor

Name

BUTALA SIMMONS CAMILLERI & BARANSKI PC

EIN

38-2799784

Address

10 S MAIN ST STE 104 · MOUNT CLEMENS, MI · 480437907

Phone

(586) 465-2500

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

2025-10-01

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

D & R BUSINESS SERVICES

D & R BUSINESS SERVICES 401 K PROFIT SHARING PLAN

$1.1M · 10 participants

SONYA D. BARRETT RETIREMENT PLAN

SONYA D BARRETT RETIREMENT PLAN

$1.1M · 2 participants

STEVEN M. STELL CPA, PLLC

STEVEN M. STELL CPA 401(K) PLAN

$1.1M · 3 participants

DOUGLAS L. LEFEVRE & COMPANY, C.P.A., P.C.

DOUGLAS L. LEFEVRE & COMPANY 401(K) PLAN

$1.1M · 8 participants

BANDEMER ACCOUNTANCY CORPORATION

BANDEMER ACCOUNTANCY CORPORATION DEFINED BENEFIT PLAN