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TIMMONS, EDWARDS & CO, PC — TIMMONS, EDWARDS & CO 401K PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251015193443NAL0011238050005
TIMMONS, EDWARDS & CO, PC
Form 5500-SF
FILING_RECEIVED
TIMMONS, EDWARDS & CO 401K PLAN
401(k) retirement plan
Active participants
7
Accounts w/ balance
11
Plan assets (EOY)
$4.6M
Net assets (EOY)
$4.6M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
TIMMONS, EDWARDS & CO, PC
.
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Plan sponsor
Name
TIMMONS, EDWARDS & CO, PC
EIN
52-1909181
Address
109 NORTH ADAMS STREET · ROCKVILLE, MD · 208502234
Phone
(301) 654-6565
Industry
CPA Offices
· Professional & Technical Services
see 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
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