Original filing (PDF)20250422154332NAL0002957491001

REBECCA C. CRAIG, CPA, CFP

Name: REBECCA C. CRAIG, CPA, CFP — REBECCA C. CRAIG 401(K) AND PROFIT SHARING PLAN, Form 5500 (2024)
Creator: REBECCA C. CRAIG, CPA, CFP

Form 5500-SF

FILING_RECEIVED

REBECCA C. CRAIG 401(K) AND PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

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 REBECCA C. CRAIG, CPA, CFP.

Plan sponsor

Name

REBECCA C. CRAIG, CPA, CFP

EIN

52-2142782

Address

819 RITCHIE HWY. SUITE 1015 · SEVERNA PARK, MD · 21146

Phone

(410) 518-9990

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-22

Pension benefit codes

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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