Original filing (PDF)20250717140157NAL0000207667001

ACTION ACCOUNTING

Name: ACTION ACCOUNTING — ACTION ACCOUNTING 401(K) PLAN, Form 5500 (2024)
Creator: ACTION ACCOUNTING

Form 5500-SF

FILING_RECEIVED

ACTION ACCOUNTING 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6K

Net assets (EOY)

$6K

Plan health score

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

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (10th percentile).

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 ACTION ACCOUNTING.

Plan sponsor

Name

ACTION ACCOUNTING

EIN

84-3710615all filings

Address

1497 MAIN STREET #393 · DUNEDIN, FL · 33764

Phone

(518) 879-6914

Industry

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

2025-07-17

Pension benefit codes

2A · Age/service weighted or new comparability

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)

Service providers (Schedule C)

Small plans don't disclose service providers

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KTORRES SERVICES CORP

KTORRES SERVICES CORP- 401(K) PLAN

$6K

DOUGLAS W DAWSON

DOUGLAS W DAWSON 401(K) PLAN

$6K · 4 participants

KEVIN R. DAY, A PROFESSIONAL CORPORATION

KEVIN R. DAY, A PROFESSIONAL 401(K) PLAN

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