Original filing (PDF)20250725102645NAL0003340243001

CLENNEY & LUKE P.C.

Name: CLENNEY & LUKE P.C. — CLENNEY & LUKE, P.C.401(K)PLAN, Form 5500 (2024)
Creator: CLENNEY & LUKE P.C.

Form 5500-SF

FILING_RECEIVED

CLENNEY & LUKE, P.C.401(K)PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$999K

Net assets (EOY)

$999K

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 CLENNEY & LUKE P.C..

Plan sponsor

Name

CLENNEY & LUKE P.C.

EIN

58-2287360

Address

735 N. WESTOVER BLVD · SUITE B · ALBANY, GA · 31707

Phone

(229) 883-1314

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

2025-07-25

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

2K · 401(m) arrangement

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

ANGELO & ASSOCIATES, CPAS, P.C.

ANGELO & ASSOCIATES, CPA'S, P.C. 401(K) PLAN

$999K · 8 participants

SHARPE PATEL, PLLC

SHARPE PATEL CPA 401K PLAN

$999K · 30 participants

COLLIER, FOX AND ASSOCIATES, P.C.

COLLIER, FOX AND ASSOCIATES, P.C. EMPLOYEES RETIREMENT PLAN

$999K · 4 participants

FREISTAT & ASSOCIATES, P.A.

FREISTAT RETIREMENT PLAN

$1000K · 2 participants

THOMAS MCNULTY CPA LLC

THOMAS MCNULTY CPA LLC CASH BALANCE PLAN

$999K · 4 participants