Original filing (PDF)20251013084649NAL0000411907001

JEFFREY D. WALKER, CPA, P.A.

Name: JEFFREY D. WALKER, CPA, P.A. — JEFFREY D. WALKER, CPA, P.A. CASH BALANCE PLAN, Form 5500 (2024)
Creator: JEFFREY D. WALKER, CPA, P.A.

Form 5500-SF

FILING_RECEIVED

JEFFREY D. WALKER, CPA, P.A. CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan health score

100

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JEFFREY D. WALKER, CPA, P.A..

Plan sponsor

Name

JEFFREY D. WALKER, CPA, P.A.

EIN

59-3757352

Address

3805 S. WESTSHORE BLVD. · SUITE D · TAMPA, FL · 33611

Phone

(813) 831-3933

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

2025-10-13

Pension benefit codes

1C · Cash balance or similar hybrid DB

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

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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