Original filing (PDF)20250827135830NAL0016684000001

MILLER, HELMS & FOLK, P.A.

Name: MILLER, HELMS & FOLK, P.A. — MILLER, HELMS & FOLK, P.A. 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: MILLER, HELMS & FOLK, P.A.

Form 5500-SF

FILING_RECEIVED

MILLER, HELMS & FOLK, P.A. 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

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 MILLER, HELMS & FOLK, P.A..

Plan sponsor

Name

MILLER, HELMS & FOLK, P.A.

EIN

65-0225494

Address

6326 WHISKEY CREEK DRIVE, SUITE A · FORT MYERS, FL · 33919

Phone

(239) 481-9696

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

2025-08-27

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Related plans

Similar-size CPA Offices plans

EMPIRICAL CORPORATION

EMPIRICAL CORPORATION 401K PROFIT SHARING PLAN AND TRUST

$3.3M · 21 participants

STEVEN SEWALD & COMPANY

STEVEN SEWALD & COMPANY PROFIT SHARING PLAN

$3.3M · 1 participants

RICHARD BOSCO, CPA, P.C.

RICHARD BOSCO, CPA, P.C. 401(K) PLAN

$3.3M · 4 participants

KAPTEIN DYKSTRA & COMPANY PC

KAPTEIN, DYKSTRA & COMPANY, P.C. RETIREMENT SAVINGS PLAN

$3.3M · 13 participants

ROBERT J. BALTES DBA BALTES & ASSOCIATES, CPA'S

ROBERT J. BALTES, C.P.A., C.V.A. 401(K) PLAN