Original filing (PDF)20250415221013NAL0004129937091

KASPAR AND WHITE CPA, PC

Name: KASPAR AND WHITE CPA, PC — KASPAR AND WHITE CPA, PC 401(K) PLAN, Form 5500 (2024)
Creator: KASPAR AND WHITE CPA, PC

Form 5500-SF

FILING_RECEIVED

KASPAR AND WHITE CPA, PC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$220K

Net assets (EOY)

$220K

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 KASPAR AND WHITE CPA, PC.

Plan sponsor

Name

KASPAR AND WHITE CPA, PC

EIN

85-3658656all filings

Address

2368 MAIN STREET · SUITE 4 · TUCKER, GA · 30084

Phone

(770) 491-7510

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

TYEE CARR ADVISORY

TYEE CARR ADVISORY 401(K) PLAN

$220K · 9 participants

THE ANDERSON GROUP, CERTIFIED PU

THE ANDERSON GROUP, CERTIFIED PUBLIC ACCOUNTANTS 401K PLAN

$220K · 4 participants

CAPALBO MATHER DOUGHERTY ACCOUNTING SERVICES LLC

CAPALBO MATHER DOUGHERTY ACCOUNTING SERVICES 401(K) PLAN

$220K · 4 participants

KWOCK AND COMPANY CPA

KWOCK AND COMPANY 401(K) PROFIT SHARING PLAN

$220K · 8 participants

JE O'KANE CPA, LLC DBA ABUNDANT BEANS TAX & ACCOUNTING

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