Original filing (PDF)20250521120916NAL0001868001001

SOUTHEAST ACCOUNTING AND FINANCE INCORPORATED

Name: SOUTHEAST ACCOUNTING AND FINANCE INCORPORATED — SOUTHEAST ACCOUNTING AND FINANCE INCORPORATED 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: SOUTHEAST ACCOUNTING AND FINANCE INCORPORATED

Form 5500-SF

FILING_RECEIVED

SOUTHEAST ACCOUNTING AND FINANCE INCORPORATED 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$630K

Net assets (EOY)

$630K

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 (97th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SOUTHEAST ACCOUNTING AND FINANCE INCORPORATED.

Plan sponsor

Name

SOUTHEAST ACCOUNTING AND FINANCE INCORPORATED

EIN

46-2042053all filings

Address

263 HWY 74 NORTH · PEACHTREE CITY, GA · 30269

Phone

(770) 487-4555

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator