Original filing (PDF)20251023091604NAL0006448434001

CONDLEY AND COMPANY, LLP

Name: CONDLEY AND COMPANY, LLP — CONDLEY AND COMPANY 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: CONDLEY AND COMPANY, LLP

Form 5500-SF

FILING_RECEIVED

CONDLEY AND COMPANY 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

125

Plan assets (EOY)

$14.5M

Net assets (EOY)

$14.5M

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 CONDLEY AND COMPANY, LLP.

Plan sponsor

Name

CONDLEY AND COMPANY, LLP

EIN

75-1056027

Address

302 PINE STREET · ABILENE · TAYLOR, TX · 79601

Phone

(325) 677-6251

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

2025-10-23

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

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

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