Original filing (PDF)20250723081734NAL0001843763001

SCOTT HEINBUCH ACCOUNTANT INC

Name: SCOTT HEINBUCH ACCOUNTANT INC — SCOTT HEINBUCH ACCOUNTANT INC 401(K) PLAN, Form 5500 (2024)
Creator: SCOTT HEINBUCH ACCOUNTANT INC

Form 5500-SF

FILING_RECEIVED

SCOTT HEINBUCH ACCOUNTANT INC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$774K

Net assets (EOY)

$774K

Plan health score

/ 100

Grade A

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 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 SCOTT HEINBUCH ACCOUNTANT INC.

Plan sponsor

Name

SCOTT HEINBUCH ACCOUNTANT INC

EIN

39-1636064

Address

PO BOX 376 · HAMMOND, WI · 540150376

Phone

(715) 796-7013

Industry

Other Services (ex. Public Admin)see 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

2025-07-23

Pension benefit codes

2J · 401(k) feature

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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