Original filing (PDF)20250527171041NAL0017502098001

SORENSEN & FLANAGAN, LLC

Name: SORENSEN & FLANAGAN, LLC — SORENSEN & FLANAGAN, LLC, 401(K) PLAN AND TRUST, Form 5500 (2024)
Creator: SORENSEN & FLANAGAN, LLC

Form 5500-SF

FILING_RECEIVED

SORENSEN & FLANAGAN, LLC, 401(K) PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.9M

Net assets (EOY)

$4.9M

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 SORENSEN & FLANAGAN, LLC.

Plan sponsor

Name

SORENSEN & FLANAGAN, LLC

EIN

46-1336065

Address

P.O. BOX 1845 · JACKSON, WY · 83001

Phone

(307) 733-3938

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

2025-05-27

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2H · Partial participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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