Original filing (PDF)20250716072837NAL0002890113001

STRAND BOYCE O'SHAUGHNESSY, CPAS, INC.

Name: STRAND BOYCE O'SHAUGHNESSY, CPAS, INC. — STRAND BOYCE O'SHAUGHNESSY, CPAS, INC. 401K PROFIT SHARING, Form 5500 (2024)
Creator: STRAND BOYCE O'SHAUGHNESSY, CPAS, INC.

Form 5500-SF

FILING_RECEIVED

STRAND BOYCE O'SHAUGHNESSY, CPAS, INC. 401K PROFIT SHARING

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

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 STRAND BOYCE O'SHAUGHNESSY, CPAS, INC..

Plan sponsor

Name

STRAND BOYCE O'SHAUGHNESSY, CPAS, INC.

DBA

STRAND BOYCE O'SHAUGHNESSY, CPAS,

EIN

68-0485584

Address

3480 BUSKIRK AVENUE · SUITE 215 · PLEASANT HILL, CA · 94523

Phone

(925) 934-1191

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

2025-07-16

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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