Original filing (PDF)20250725121336NAL0014696594001

WARNICK CPA

Name: WARNICK CPA — WARNICK CPA OFB BENEFIT PLAN, Form 5500 (2024)
Creator: WARNICK CPA

Form 5500-SF

FILING_RECEIVED

WARNICK CPA OFB BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$58

Net assets (EOY)

$24

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 WARNICK CPA.

Plan sponsor

Name

WARNICK CPA

EIN

84-4587273all filings

Address

3143 OAKWOOD DR · CUYAHOGA FALLS, OH · 44221

Phone

(330) 341-0643

Industry

Professional & Technical Servicessee all

Plan administrator

Name

TREVOR KIRKPATRICK

EIN

81-1291972

City

COLUMBUS, OH

Phone

(614) 249-2400

Plan characteristics

Plan number

502

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-25

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 Professional & Technical Services plans

WATERBROOK, LLC

WATERBROOK, LLC OFB BENEFIT PLAN

$65 · 1 participants

GREEN VISOR ACCOUNTING LLC

GREEN VISOR ACCOUNTING LLC 401(K) PLAN

$69 · 1 participants

LANN FINANCIAL SERVICES, INC

LANN FINANCIAL SERVICES, INC OFB BENEFIT PLAN

$75 · 1 participants

HAMMERSMITH & COMPANY LLC

HAMMERSMITH & COMPANY LLC OFB BENEFIT PLAN

$39 · 1 participants

GEORGE LANG & ASSOC

GEORGE LANG & ASSOC WELFARE PLAN

$80 · 1 participants

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