Original filing (PDF)20250729141523NAL0004866592001

SARAH WILLIAMSON CPA LLC

Name: SARAH WILLIAMSON CPA LLC — WILLIAMSON CPA SIMPLE 401(K) PLAN, Form 5500 (2024)
Creator: SARAH WILLIAMSON CPA LLC

Form 5500-SF

FILING_RECEIVED

WILLIAMSON CPA SIMPLE 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$280K

Net assets (EOY)

$280K

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.

Decision-maker contacts

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

Plan sponsor

Name

SARAH WILLIAMSON CPA LLC

EIN

47-4938197all filings

Address

4111 W 6TH ST · SUITE B · LAWRENCE, KS · 66049

Phone

(785) 843-0641

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

2025-07-29

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Related plans

Similar-size CPA Offices plans

JEREMY R. LUSK, CPA, PC

JEREMY R. LUSK, CPA, PC 401(K) PLAN

$280K · 12 participants

CABALLERO & ASSOCIATES

CABALLERO & ASSOCIATES 401K PLAN MGD

$280K · 9 participants

FREY & WAGNER, CPA'S, PC

FREY & WAGNER CASH BALANCE PLAN

$280K · 8 participants

W ALLEN PRIEST CPA PLLC

W ALLEN PRIEST CPA PLLC 401(K) PROFIT SHARING PLAN & TRUST

$280K · 3 participants

BAKER SULLIVAN HOOVER PLC

BAKER SULLIVAN HOOVER PLC 401(K) PLAN

$281K · 11 participants

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