Original filing (PDF)20250603055917NAL0028013330001

KC CPA SOLUTIONS LLC

Name: KC CPA SOLUTIONS LLC — KC CPA SOLUTIONS LLC 401K PLAN, Form 5500 (2024)
Creator: KC CPA SOLUTIONS LLC

Form 5500-SF

FILING_RECEIVED

KC CPA SOLUTIONS LLC 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$60K

Net assets (EOY)

$60K

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 KC CPA SOLUTIONS LLC.

Plan sponsor

Name

KC CPA SOLUTIONS LLC

EIN

83-3042631all filings

Address

13899 COUNTY ROAD 307 · SAINT JOSEPH, MO · 64505

Phone

(816) 294-6292

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

2025-06-03

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

Related plans

Similar-size CPA Offices plans

JAIME M. HUMPHREY CPA, LLC

JAIME M. HUMPHREY CPA, LLC 401(K) PLAN

$61K · 3 participants

AZURE TAX AND ACCOUNTING LLC

AZURE TAX AND ACCOUNTING 401(K) PLAN

$61K · 9 participants

HAYES CPA PLLC

HAYES CPA PLLC 401(K) PLAN

$60K · 4 participants

CPA SOLUTIONS, LLC

CPA SOLUTIONS, LLC 401K PLAN

$60K · 7 participants

WROBEL & ASSOCIATES CPAS LLC

WROBEL & ASSOCIATES CPAS 401K AND PROFIT SHARING PLAN

$61K · 7 participants

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