· 2022–2024 · DOL EFAST2

Patsy A. Porter, CPA, PA — Patsy A. Porter, CPA, PA, Form 5500 (2024)

Original filing (PDF)20250915091040NAL0001550672001

Patsy A. Porter, CPA, PA

Form 5500-SF

FILING_RECEIVED

Patsy A. Porter, CPA, PA Profit Sharing/401(k) Plan and Trust

401(k) retirement plan · Patsy A. Porter, CPA, PA's Patsy A. Porter, CPA, PA Profit Sharing/401(k) Plan and Trust held $459K in plan assets for 8 participants in 2024.

Active participants

8

Accounts w/ balance

7

Plan assets (EOY)

$459K

Net assets (EOY)

$459K

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

69

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 PATSY A. PORTER, CPA, PA.

Plan sponsor

Name

PATSY A. PORTER, CPA, PA

EIN

48-1185718all filings

Address

221 NORTH 6TH STREET · THE OLD FIRE STATION · ATCHISON, KS · 66002

Phone

(785) 537-0366

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

2025-09-15

Pension benefit codes

2F · ERISA section 404(c)

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

2E · Profit-sharing

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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