Original filing (PDF)20250919162315NAL0002546881001

SUTTLE & STALNAKER, PLLC

Name: SUTTLE & STALNAKER, PLLC — SUTTLE & STALNAKER 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: SUTTLE & STALNAKER, PLLC

Form 5500-SF

FILING_RECEIVED

SUTTLE & STALNAKER 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

109

Accounts w/ balance

128

Plan assets (EOY)

$19.6M

Net assets (EOY)

$19.6M

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

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SUTTLE & STALNAKER, PLLC.

Plan sponsor

Name

SUTTLE & STALNAKER, PLLC

EIN

55-0538163

Address

1411 VIRGINIA ST. EAST, SUITE 100 · CHARLESTON, WV · 253013086

Phone

(304) 343-4126

Industry

CPA 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

2025-09-19

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

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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