Original filing (PDF)20250711145732NAL0006432913001

TROUTT BEEMAN & CO., P.C.

Name: TROUTT BEEMAN & CO., P.C. — TROUTT BEEMAN & CO. , P. C. 401(K) PLAN, Form 5500 (2024)
Creator: TROUTT BEEMAN & CO., P.C.

Form 5500-SF

FILING_RECEIVED

TROUTT BEEMAN & CO. , P. C. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.2M

Net assets (EOY)

$6.2M

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 TROUTT BEEMAN & CO., P.C..

Plan sponsor

Name

TROUTT BEEMAN & CO., P.C.

EIN

43-1429186

Address

1212 LOCUST · HARRISONVILLE, MO · 64701

Phone

(816) 380-5500

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-11

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

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

THOMPSON, PRICE, SCOTT, ADAMS & CO., P.A.

THOMPSON, PRICE, SCOTT, ADAMS & CO. , P. A. 401(K) PLAN

$6.2M · 128 participants

MORGENSTERN PHIFER & MESSINA, P.A. PROFIT SHARING PLAN

$6.2M · 7 participants

OLSEN, MUHLBAUER & CO., L.L.P.

OLSEN, MUHLBAUER & CO., L.L.P. PENSION PLAN

$6.2M · 10 participants

JEFFREY W. KROL & ASSOC LTD

JEFFREY W. KROL & ASSOC LTD. 401(K) PROFIT SHARING PLAN & TRUST

$6.2M · 18 participants