· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
EMERICK & COMPANY, PC — EMERICK & COMPANY, PC 401K & P/S, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250701181237NAL0012383265001
EMERICK & COMPANY, PC
Form 5500-SF
FILING_RECEIVED
EMERICK & COMPANY, PC 401K & P/S
401(k) retirement plan
Active participants
28
Accounts w/ balance
10
Plan assets (EOY)
$1.0M
Net assets (EOY)
$1.0M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
EMERICK & COMPANY, PC
.
Find decision makers
Plan sponsor
Name
EMERICK & COMPANY, PC
EIN
43-1855764
Address
4520 MADISON AVENUE, SUITE G · KANSAS CITY, MO · 64111
Phone
(816) 531-2822
Industry
CPA Offices
· Professional & Technical Services
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
2025-07-01
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
CARVER DEWITT & PALM CPAS LLC
CARVER DEWITT & PALM CPAS LLC PROFIT SHARING PLAN
$1.0M · 7 participants
DANA S. BEANE & COMPANY, PLLC
D.S.B. & COMPANY 401(K) PLAN
$1.0M · 3 participants
MIZZONE & ASSOCIATES
MIZZONE & ASSOCIATES 401(K) PLAN
$1.0M · 1 participants
OWENS & COMPANY
OWENS & CO., P.C. PROFIT SHARING 401(K) PLAN
$1.0M · 11 participants
ELLINGER AND CAPPEL, LLC
ELLINGER AND CAPPEL, LLC 401(K) RETIREMENT PLAN
$1.0M · 6 participants
65
Knocking points off
Only 36% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
STOVALL ACCOUNTANCY INC
STOVALL ACCOUNTANCY INC 401K PROFIT SHARING PLAN
$1.0M · 2 participants
Large plans in Missouri
EDWARD D. JONES & CO., L.P.
EDWARD D. JONES & CO. PROFIT SHARING AND 401(K) PLAN
$12.4B · 50,491 participants
BAYER CORPORATION
BAYER CORPORATION SAVINGS AND RETIREMENT PLAN
$10.8B · 17,218 participants
ASCENSION HEALTH DBA ASCENSION HEALTHCARE
ASCENSION HEALTHCARE MASTER PENSION TRUST
$8.0B
BOARD OF TRUSTEES BOILERMAKER-BLACKSMITH NATIONAL
BOILERMAKER-BLACKSMITH NATIONAL PENSION TRUST
$7.5B · 27,660 participants
WASHINGTON UNIVERSITY IN ST. LOUIS
WASHINGTON UNIVERSITY RETIREMENT SAVINGS PLAN
$7.5B · 27,547 participants
EMERSON ELECTRIC COMPANY
EMERSON ELECTRIC CO. DEFINED CONTRIBUTION PLANS MASTER TRUST
$7.4B
