Original filing (PDF)20250520155917NAL0001321633001

TEELING & COMPANY, CPAS

Name: TEELING & COMPANY, CPAS — TEELING & COMPANY, CPAS 401(K) PLAN, Form 5500 (2024)
Creator: TEELING & COMPANY, CPAS

Form 5500-SF

FILING_RECEIVED

TEELING & COMPANY, CPAS 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$424K

Net assets (EOY)

$424K

Plan health score

Top-tier plan health

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

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TEELING & COMPANY, CPAS.

Plan sponsor

Name

TEELING & COMPANY, CPAS

EIN

81-3973020all filings

Address

110 E. MADISON ST., SUITE 202 · TAMPA, FL · 33602

Phone

(813) 200-5598

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

2025-05-20

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

BORST ACCOUNTING SOLUTIONS, LLC

BORST ACCOUNTING SOLUTIONS, LLC 401(K) PROFIT SHARING PLAN AND TRUST

$424K · 8 participants

KATHLEEN M KELLY CPA

KATHLEEN M KELLY CPA 401(K) PLAN

$424K · 3 participants

UHLENBROCK CPA, PC

UHLENBROCK CPA PC SAFE HARBOR 401(K) PLAN

$425K · 2 participants

ABRUZZO ACCOUNTING LLC

ABRUZZO

$425K · 6 participants

ANN M. IRONS, CPA, LLC

ANN M. IRONS CPA 401(K) PLAN

$425K · 6 participants

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.