Original filing (PDF)20260316163007NAL0001682752001

YOUNG & BELL, ACCPA

Name: YOUNG & BELL, ACCPA — YOUNG & BELL, ACCPA PROFIT SHARING PLAN, Form 5500 (2024)
Creator: YOUNG & BELL, ACCPA

Form 5500-SF

FILING_RECEIVED

YOUNG & BELL, ACCPA PROFIT SHARING PLAN

401(k) retirement plan

Active participants

—

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

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 YOUNG & BELL, ACCPA.

Plan sponsor

Name

YOUNG & BELL, ACCPA

EIN

72-1021504

Address

624 TRAVIS STREET, SUITE 900 · SHREVEPORT, LA · 71101

Phone

(318) 424-3185

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-06-01

Tax period

2025-05-31

Filed

2026-03-16

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

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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