How big is Paddockcpa's plan?

Paddockcpa's plan reported $279K in assets and 2 participants for 2024.

Original filing (PDF)20250914221606NAL0000692000001

Paddockcpa

Name: Paddockcpa — Paddockcpa 401(k) Plan, Form 5500 (2024)
Creator: Paddockcpa
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Paddockcpa 401(k) Plan

401(k) retirement plan · Paddockcpa's Paddockcpa 401(k) Plan held $279K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$279K

Net assets (EOY)

$279K

People on this filing

David a Paddock CPA signed Paddockcpa's 2024 Form 5500 as plan administrator.

David a Paddock CPA — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Paddockcpa's EIN is 46-2260166.

EIN 46-2260166

Plan number 001

Plan year 2024

ACK ID 20250914221606NAL0000692000001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Paddockcpa from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Paddockcpa's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PADDOCKCPA.

Finding similar companies…

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 (93rd percentile).

Plan sponsor

Name

PADDOCKCPA

EIN

all filings

Address

PO BOX 3477 · TULSA, OK · 741013477

Phone

(323) 285-9880

Industry

CPA Offices· Professional & Technical Services

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

2025-09-14

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

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

Vivian YANG CPA, a Professional Corporation

Vivian YANG CPA, APC 401(k) Plan

$279K · 2 participants

Skcpa, LLC

Skcpa, LLC Retirement Plan

$279K · 5 participants

Brown & Kelly, LLC

Brown & Kelly, LLC 401(k) Plan

$279K · 6 participants

R. Berger & Company, CPAS, P.C.

R. Berger & Company, CPAS 401(k) Plan

$279K · 5 participants

Yeater & Associates, Inc.

Yeater & Associates, Inc. 401(k) Plan

$279K · 9 participants

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.