Original filing (PDF)20251121091411NAL0003569427001

PAUL D MITCHELL CPA PA

Name: PAUL D MITCHELL CPA PA — Form 5500 (2024)
Creator: PAUL D MITCHELL CPA PA

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PAUL D MITCHELL CPA PA.

Plan sponsor

Name

PAUL D MITCHELL CPA PA

EIN

48-1049228all filings

Address

8303 W 126TH ST STE A · OVERLAND PARK, KS · 66213

Phone

(931) 681-1788

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2025-01-01

Tax period

2025-03-31

Filed

2025-11-21

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

FMC CPAS, PLLC

FMC CPAS, PLLC 401(K) PLAN

MATTHEWS & JOHNSON CPAS, LLC

MATTHEWS & JOHNSON CPAS LLC 401(K) PLAN

B SUE WOOD & ASSOCIATES P C

B SUE WOOD & ASSOCIATES P C 401(K) PROFIT SHARING PLAN & TRU

DEESE AND COMPANY LLC

DEESE AND COMPANY LLC 401K PLAN

PLUS TWO, LLC DBA NEXTAFF

PLUS TWO, LLC 401(K) PLAN

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.