Original filing (PDF)20250528093501NAL0004310259001

J M TRIPPON & COMPANY PC

Name: J M TRIPPON & COMPANY PC — J M TRIPPON & COMPANY PC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: J M TRIPPON & COMPANY PC

Form 5500-SF

FILING_RECEIVED

J M TRIPPON & COMPANY PC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

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 J M TRIPPON & COMPANY PC.

Plan sponsor

Name

J M TRIPPON & COMPANY PC

EIN

76-0314193

Address

8588 KATY FWY STE 320 · HOUSTON, TX · 770241848

Phone

(713) 661-1040

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

2025-05-28

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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