Original filing (PDF)20251003110004NAL0002128800001

KEATHLEY, MAXWELL & ANTONGIOVANNI, LLP CERTIFIED PUBLIC ACCOUNTANTS

Name: KEATHLEY, MAXWELL & ANTONGIOVANNI, LLP CERTIFIED PUBLIC ACCOUNTANTS — KMA, CPAS 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: KEATHLEY, MAXWELL & ANTONGIOVANNI, LLP CERTIFIED PUBLIC ACCOUNTANTS

Form 5500-SF

FILING_RECEIVED

KMA, CPAS 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.3M

Net assets (EOY)

$5.3M

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 KEATHLEY, MAXWELL & ANTONGIOVANNI, LLP CERTIFIED PUBLIC ACCOUNTANTS.

Plan sponsor

Name

KEATHLEY, MAXWELL & ANTONGIOVANNI, LLP CERTIFIED PUBLIC ACCOUNTANTS

EIN

77-0344660

Address

4260 TRUXTUN AVENUE, SUITE 140 · BAKERSFIELD, CA · 93309

Phone

(661) 635-3180

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

2025-10-03

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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