Original filing (PDF)20250415220123NAL0004103857090

BURTIS & JOHNSON

Name: BURTIS & JOHNSON — BURTIS & JOHNSON 401(K) PLAN, Form 5500 (2024)
Creator: BURTIS & JOHNSON

Form 5500-SF

FILING_RECEIVED

BURTIS & JOHNSON 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$74K

Net assets (EOY)

$74K

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 BURTIS & JOHNSON.

Plan sponsor

Name

BURTIS & JOHNSON

EIN

84-2838852all filings

Address

30 MAIN ST · SUITE 203 · DANBURY, CT · 06810

Phone

(203) 790-6036

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Name

GUIDELINE RK, LLC

EIN

30-1418950

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-15

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

PREJEAN ROMERO MCGEE, LLC

PRM CPAS + ADVISORS 401K PLAN

$74K

THE GOLDSTEIN FIRM, CPA, LLC

THE GOLDSTEIN FIRM, CPA, LLC 401(K) PLAN

$74K · 3 participants

ROBERT J FUTERMAN CPA PC

$74K · 5 participants

MARTINBROWN PLLC

MARTINBROWN PLLC 401K PROFIT SHARING PLAN

$74K · 11 participants

DEILY & COMPANY, PC, CPAS

$74K · 4 participants

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