Original filing (PDF)20251010095240NAL0012261344001

PURKEY, CARTER, COMPTON, SWANN & CARTER, PLLC

Name: PURKEY, CARTER, COMPTON, SWANN & CARTER, PLLC — PURKEY, CARTER, COMPTON, SWANN & CARTER, PLLC RESTATED RETIREMENT PLAN, Form 5500 (2024)
Creator: PURKEY, CARTER, COMPTON, SWANN & CARTER, PLLC

Form 5500-SF

FILING_RECEIVED

PURKEY, CARTER, COMPTON, SWANN & CARTER, PLLC RESTATED RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.6M

Net assets (EOY)

$5.6M

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 PURKEY, CARTER, COMPTON, SWANN & CARTER, PLLC.

Plan sponsor

Name

PURKEY, CARTER, COMPTON, SWANN & CARTER, PLLC

EIN

62-1323143

Address

2335 WEST ANDREW JOHNSON HWY · MORRISTOWN, TN · 37814

Phone

(423) 586-4850

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

2025-10-10

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)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

Small plans don't disclose service providers

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