Original filing (PDF)20251013150014NAL0001574385001

POLK AND ASSOCIATES, P.L.C.

Name: POLK AND ASSOCIATES, P.L.C. — POLK AND ASSOCIATES, P.L.C. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: POLK AND ASSOCIATES, P.L.C.

Form 5500-SF

FILING_RECEIVED

POLK AND ASSOCIATES, P.L.C. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

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 POLK AND ASSOCIATES, P.L.C..

Plan sponsor

Name

POLK AND ASSOCIATES, P.L.C.

EIN

38-3388760

Address

30600 TELEGRAPH RD SUITE 2191 · BINGHAM FARMS, MI · 480250000

Phone

(999) 999-9999

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

2025-10-13

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

MALLER PETERSON L.L.C.

MALLER PETERSON L.L.C. 401(K) PROFIT SHARING PLAN

$3.9M · 5 participants

QUICK & ASSOCIATES, PC

QUICK & ASSOCIATES 401(K) PROFIT SHARING PLAN

$3.9M · 30 participants

HPW CPAS + ADVISORS PLLP

HPW 401(K) RETIREMENT PLAN

$3.9M · 20 participants

KHA ACCOUNTANTS, PLLC

KHA ACCOUNTANTS, PLLC 401(K) PLAN

$3.9M · 35 participants

CAVANAUGH NELSON & CO, PLC

CAVANAUGH, NELSON & CO 401(K) PLAN

$3.8M · 7 participants