Original filing (PDF)20251014180202NAL0001747507010

MCAULEY & CRANDALL, PA

Name: MCAULEY & CRANDALL, PA — MCAULEY & CRANDALL, PA 401(K) PLAN & TRUST, Form 5500 (2024)
Creator: MCAULEY & CRANDALL, PA

Form 5500-SF

FILING_RECEIVED

MCAULEY & CRANDALL, PA 401(K) PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

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 MCAULEY & CRANDALL, PA.

Plan sponsor

Name

MCAULEY & CRANDALL, PA

EIN

43-1910817

Address

7200 W 132ND STREET SUITE 160 · OVERLAND PARK, KS · 66213

Phone

(913) 239-9130

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Name

MCAULEY & CRANDALL, PA

EIN

43-1910817

City

OVERLAND PARK, KS

Phone

(913) 239-9130

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Related plans

Similar-size CPA Offices plans

JOHN K. FLAHERTY & ASSOCIATES, LTD.

JOHN K. FLAHERTY & ASSOCIATES, LTD. 401(K) PROFIT SHARING PLAN & TRUST

$3.2M · 7 participants

STINNETTE, CRAIGHEAD & GOLSTON, PC

STINNETTE, CRAIGHEAD & GOLSTON, PC 401(K) PROFIT SHARING PLAN

$3.2M · 4 participants

THE ACCOUNTANCY LLP

THE ACCOUNTANCY LLP 401K PLAN

$3.2M · 37 participants

FRANCIS AND ASSOCIATES, AN ACCOUNTANCY CORPORATION

FRANCIS AND ASSOCIATES 401(K) PLAN

$3.2M · 3 participants

OLSON REYES & SAUERWEIN, LLC