· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
DALE K CLINE CPA PLLC — DALE K CLINE CPA PLLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250423115711NAL0005840049001
DALE K CLINE CPA PLLC
Form 5500-SF
FILING_RECEIVED
DALE K CLINE CPA PLLC 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
7
Accounts w/ balance
6
Plan assets (EOY)
$1.0M
Net assets (EOY)
$1.0M
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
DALE K CLINE CPA PLLC
.
Find decision makers
Plan sponsor
Name
DALE K CLINE CPA PLLC
EIN
56-2090407
Address
1333 2ND ST NE STE 101 · HICKORY, NC · 286012594
Phone
(828) 322-2407
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
2025-04-23
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size CPA Offices plans
SKORHEIM & ASSOCIATES, AAC DBA SKORHEIM CERTIFIED PUBLIC ACCOUNTANTS
SKORHEIM & ASSOCIATES AN ACCOUNTANCY CORPORATION 401(K) PLAN
$1.0M · 3 participants
RICHARDSON FINANCIAL INC.
RICHARDSON FINANCIAL 401(K) PLAN
$1.0M · 4 participants
THE MB GROUP, LLC
THE MB GROUP 401(K) PLAN
$1.0M · 29 participants
THE CFO GROUP, INC.
THE CFO GROUP, INC. EMPLOYEES SAVINGS TRUST
$1.0M · 9 participants
J M TRIPPON & COMPANY PC
J M TRIPPON & COMPANY PC 401(K) PROFIT SHARING PLAN & TRUST
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.0M · 23 participants
BYRD & ASSOCIATES, LLC
BYRD & ASSOCIATES, LLC PROFIT SHARING PLAN
$1.0M · 10 participants
Large plans in North Carolina
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA 401(K) PLAN
$62.9B · 168,229 participants
HONEYWELL INTERNATIONAL INC EMPLOYEE SERVICES FINANCE MGMNT
HONEYWELL INTERNATIONAL INC. MASTER RETIREMENT TRUST
$17.9B
HONEYWELL INTERNATIONAL INC.
HONEYWELL RETIREMENT EARNINGS PLAN
$16.6B · 9,275 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL 401(K) PLAN
$16.3B · 44,069 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL SAVINGS AND OWNERSHIP PLAN MASTER TRUST
$16.2B
TRUIST FINANCIAL CORPORATION
TRUIST FINANCIAL CORPORATION PENSION PLAN
$14.7B · 33,167 participants
