Original filing (PDF)20250625110827NAL0011430816004

MAYNARD CPA, PLLC

Name: MAYNARD CPA, PLLC — MAYNARD CPA, PLLC RETIREMENT TRUST, Form 5500 (2024)
Creator: MAYNARD CPA, PLLC

Form 5500-SF

FILING_RECEIVED

MAYNARD CPA, PLLC RETIREMENT TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$45K

Net assets (EOY)

$45K

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 MAYNARD CPA, PLLC.

Plan sponsor

Name

MAYNARD CPA, PLLC

EIN

85-2488403all filings

Address

1101 WOODED ACRES · 107 · WACO, TX · 76712

Phone

(254) 572-8676

Industry

All Other Professional Services· 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

2025-06-25

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

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