Original filing (PDF)20251003080007NAL0002915266006

BARTLETT BUIE, CPA, P.A.

Name: BARTLETT BUIE, CPA, P.A. — BARTLETT BUIE, CPA, PA 401(K) PLAN, Form 5500 (2024)
Creator: BARTLETT BUIE, CPA, P.A.

Form 5500-SF

FILING_RECEIVED

BARTLETT BUIE, CPA, PA 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$681K

Net assets (EOY)

$681K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BARTLETT BUIE, CPA, P.A..

Plan sponsor

Name

BARTLETT BUIE, CPA, P.A.

EIN

57-0700091all filings

Address

PO BOX 7770 · MYRTLE BEACH, SC · 29572

Phone

(843) 449-4765

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-03

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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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