Original filing (PDF)20250509130225NAL0029913330001

JEAN R. STULL, CPA, PLLC

Name: JEAN R. STULL, CPA, PLLC — JEAN R. STULL, CPA, PLLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: JEAN R. STULL, CPA, PLLC

Form 5500-SF

FILING_RECEIVED

JEAN R. STULL, CPA, PLLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$87K

Net assets (EOY)

$87K

Plan health score

/ 100

Grade B

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JEAN R. STULL, CPA, PLLC.

Plan sponsor

Name

JEAN R. STULL, CPA, PLLC

EIN

81-2947345

Address

165 3RD STREET · LEECHBURG, PA · 15656

Phone

(724) 845-1506

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

2025-05-09

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

2T · Default investment account (QDIA)

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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