· 2022–2024 · DOL EFAST2

VILLANUEVA & COMPANY, P.C. — VILLANUEVA & COMPANY, P.C. 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20251013084215NAL0002108354001

VILLANUEVA & COMPANY, P.C.

Form 5500-SF

FILING_RECEIVED

VILLANUEVA & COMPANY, P.C. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

12

Accounts w/ balance

13

Plan assets (EOY)

$7.9M

Net assets (EOY)

$7.9M

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

79

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (94th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for VILLANUEVA & COMPANY, P.C..

Plan sponsor

Name

VILLANUEVA & COMPANY, P.C.

EIN

86-0737675

Address

3707 N. 7TH ST. SUITE 125 · PHOENIX, AZ · 85014

Phone

(602) 235-9414

Industry

CPA Offices· 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

2025-10-13

Pension benefit codes

2E · Profit-sharing

2H · Partial participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

ECHELBARGER, HIMEBAUGH, TAMM & CO., P.C.

EHTC 401(K) PLAN

$7.9M · 62 participants

JOHN S. DOWLING & COMPANY

JOHN S. DOWLING & CO PROFIT SHARING 401K PLAN

$7.9M · 17 participants

ALLOY, SILVERSTEIN, SHAPIRO, ADAMS, MULFORD, CICALESE, WILSON & CO.

ALLOY SILVERSTEIN EMPLOYEES' NEW 401(K) PLAN

$7.9M · 47 participants

WINTERS & COMPANY, LTD.

WINTERS & COMPANY, LTD. 401(K) PLAN

$7.9M · 9 participants

FITZPATRICK, BONGIOVANNI & KELLY, P.C.

FITZPATRICK, BONGIOVANNI & KELLY, P.C. 401(K) PLAN