Original filing (PDF)20251015170016NAL0002785667007

JEFF FORRESTALL, CPA, P.C.

Name: JEFF FORRESTALL, CPA, P.C. — THE AWESOME COOL PEOPLE PLAN 401K, Form 5500 (2024)
Creator: JEFF FORRESTALL, CPA, P.C.

Form 5500-SF

FILING_RECEIVED

THE AWESOME COOL PEOPLE PLAN 401K

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

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 JEFF FORRESTALL, CPA, P.C..

Plan sponsor

Name

JEFF FORRESTALL, CPA, P.C.

EIN

58-2514091

Address

5328 LANIER ISLANDS PKWY STE 201 · BUFORD, GA · 30518

Phone

(770) 945-8328

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

2025-10-15

Pension benefit codes

2J · 401(k) feature

2E · Profit-sharing

2G · Total 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

Related plans

Similar-size CPA Offices plans

CNY, LLP

CNY, LLP 401(K) PLAN

$1.1M · 13 participants

GABRIELE BOTTINI & ASSOCIATES CP

GABRIELE BOTTINI & ASSOCIATES CPA'S, LLP

$1.1M · 17 participants

HARWOOD, OTT, & FISHER, P.A.

HARWOOD, OTT, & FISHER, P.A., 401(K) PROFIT SHARING PLAN

$1.1M · 9 participants

SQUARE ROOTS HOLDINGS, LLC

SQUARE ROOTS HOLDINGS, LLC 401(K) PLAN

$1.1M · 15 participants

TRUSTED CPAS & ADVISORS LLC

TRUSTED CPAS & ADVISORS 401(K) PSP

$1.1M · 6 participants