Original filing (PDF)20250327092038NAL0017181057001

SCARBOROUGH CPA, LLC

Name: SCARBOROUGH CPA, LLC — SCARBOROUGH CPA, LLC CHAMBER BENEFIT ARRANGEMENT PLAN, Form 5500 (2023)
Creator: SCARBOROUGH CPA, LLC

Form 5500-SF

FILING_RECEIVED

SCARBOROUGH CPA, LLC CHAMBER BENEFIT ARRANGEMENT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$21K

Net assets (EOY)

$5K

Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SCARBOROUGH CPA, LLC.

Plan sponsor

Name

SCARBOROUGH CPA, LLC

EIN

82-0961820all filings

Address

341 OVERWOOD RD · AKRON, OH · 44313

Phone

(419) 464-8088

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Name

STEPHEN MILLARD

EIN

82-5056803

City

AKRON, OH

Phone

(330) 376-5550

Plan characteristics

Plan number

501

Plan year

2023

Plan year begin

2023-09-01

Tax period

2024-08-31

Filed

2025-03-27

Welfare benefit codes

4A · Health (other than dental or vision)

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

Related plans

Similar-size CPA Offices plans

RUFINO REYES MAGPAYO CPA INC APC

RUFINO REYES MAGPAYO CPA INC APC - 401(K)

$21K · 6 participants

BERRY ADVISORY

BERRY ADVISORY 401(K) PLAN

$21K · 2 participants

YOUR ACCOUNTING & BUSINESS PARTN

ACCOUNTING & BUSINESS PARTNERS 401K PLAN

$21K · 9 participants

TOPETE & ASSOCIATES CPAS

TOPETE & ASSOCIATES CPAS 401(K) PLAN

$21K · 3 participants

MPK ADVISORS & CPAS

MPK ADVISORS & CPAS 401(K) PLAN

$21K · 6 participants

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