Original filing (PDF)20251117120040NAL0000688691001

NORMAN W. MARCOUX, CPA, INC.

Name: NORMAN W. MARCOUX, CPA, INC. — NORMAN W. MARCOUX, CPA, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: NORMAN W. MARCOUX, CPA, INC.

Form 5500-SF

FILING_RECEIVED

NORMAN W. MARCOUX, CPA, INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.1M

Net assets (EOY)

$4.1M

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 NORMAN W. MARCOUX, CPA, INC..

Plan sponsor

Name

NORMAN W. MARCOUX, CPA, INC.

EIN

68-0083968

Address

788 UNIVERSITY AVE · SACRAMENTO, CA · 958256703

Phone

(916) 927-7772

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-05-01

Tax period

2025-04-30

Filed

2025-11-17

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)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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