Original filing (PDF)20250910130524NAL0045195922001

MISSOURI SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS

Name: MISSOURI SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS — MISSOURI SOCIETY OF CPAS 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: MISSOURI SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS

Form 5500-SF

FILING_RECEIVED

MISSOURI SOCIETY OF CPAS 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.6M

Net assets (EOY)

$8.6M

Plan health score

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

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (88th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MISSOURI SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS.

Plan sponsor

Name

MISSOURI SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS

EIN

44-0561387

Address

540 MARYVILLE CENTRE DRIVE · SUITE 210 · ST. LOUIS, MO · 63141

Phone

(314) 392-5804

Industry

Professional & Technical Servicessee all

Plan administrator