Original filing (PDF)20250311111333NAL0017645537001

WESTBROOK & CO., P.C.

Name: WESTBROOK & CO., P.C. — WESTBROOK & CO., P.C. 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: WESTBROOK & CO., P.C.

Form 5500-SF

FILING_RECEIVED

WESTBROOK & CO., P.C. 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

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 WESTBROOK & CO., P.C..

Plan sponsor

Name

WESTBROOK & CO., P.C.

EIN

43-1628835

Address

749 DRISKILL DR. · RICHMOND, MO · 64085

Phone

(816) 776-3584

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

2025-03-11

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

MILLER & ASSOCIATES, CPAS, INC.

MILLER & ASSOCIATES CPAS, INC. 401(K) RETIREMENT PLAN

$2.9M · 4 participants

LLEWELLYN ACCOUNTANCY CORPORATION

LLEWELLYN ACCOUNTANCY CORPORATION 401(K) PROFIT SHARING PLAN

$2.9M · 4 participants

EDWARD JACKS & COMPANY, LLC

EDWARD JACKS & COMPANY 401(K) PROFIT SHARING PLAN

$2.9M · 5 participants

LOUCKS & GLASSLEY, PLLP

LOUCKS & GLASSLEY, PLLP SAFE HARBOR 401(K) PLAN

$2.9M · 9 participants

CARPENTER EVERT & ASSOCIATES L