Original filing (PDF)20241015193930NAL0049566672001

RUSSELL, EVANS & THOMPSON PLLC

Name: RUSSELL, EVANS & THOMPSON PLLC — RUSSELL, EVANS & THOMPSON, PLLC 401(K) PLAN, Form 5500 (2023)
Creator: RUSSELL, EVANS & THOMPSON PLLC

Form 5500-SF

FILING_RECEIVED

RUSSELL, EVANS & THOMPSON, PLLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

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 RUSSELL, EVANS & THOMPSON PLLC.

Plan sponsor

Name

RUSSELL, EVANS & THOMPSON PLLC

EIN

54-1341318

Address

299 HERNDON PKWY · SUITE 206 · HERNDON, VA · 20170

Phone

(703) 478-0320

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

Small plans don't disclose service providers

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