Original filing (PDF)20250630082319NAL0011611889001

CASKIE & FROST, A PROFESSIONAL CORP

Name: CASKIE & FROST, A PROFESSIONAL CORP — CASKIE & FROST, P.C. 401 (K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: CASKIE & FROST, A PROFESSIONAL CORP

Form 5500-SF

FILING_RECEIVED

CASKIE & FROST, P.C. 401 (K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.2M

Net assets (EOY)

$8.2M

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 CASKIE & FROST, A PROFESSIONAL CORP.

Plan sponsor

Name

CASKIE & FROST, A PROFESSIONAL CORP

EIN

54-1391864

Address

2306 ATHERHOLT ROAD · LYNCHBURG, VA · 24501

Phone

(434) 846-2731

Industry

Law Offices· Professional & Technical Servicessee 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

2025-06-30

Pension benefit codes

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

2E · Profit-sharing

2J · 401(k) feature

2H · Partial participant-directed accounts

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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