Original filing (PDF)20250211181112NAL0010248227001

BRYANT, KATT & ASSOCIATES, P.C.

Name: BRYANT, KATT & ASSOCIATES, P.C. — BRYANT, KATT & ASSOCIATES, P.C. 401K PROFIT SHARING PLAN, Form 5500 (2023)
Creator: BRYANT, KATT & ASSOCIATES, P.C.

Form 5500-SF

FILING_RECEIVED

BRYANT, KATT & ASSOCIATES, P.C. 401K PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$14.2M

Net assets (EOY)

$14.2M

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 BRYANT, KATT & ASSOCIATES, P.C..

Plan sponsor

Name

BRYANT, KATT & ASSOCIATES, P.C.

EIN

47-0725073

Address

6211 O ST · LINCOLN, NE · 685102256

Phone

(402) 486-1040

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-05-01

Tax period

2024-04-30

Filed

2025-02-11

Pension benefit codes

2C · Money purchase (other than target benefit)

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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