Original filing (PDF)20250627145152NAL0023034562001

DARLENE PLUMLY, CPA

Name: DARLENE PLUMLY, CPA — DARLENE PLUMLY, CPA 401(K) PLAN, Form 5500 (2024)
Creator: DARLENE PLUMLY, CPA

Form 5500-SF

FILING_RECEIVED

DARLENE PLUMLY, CPA 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DARLENE PLUMLY, CPA.

Plan sponsor

Name

DARLENE PLUMLY, CPA

EIN

90-0260545

Address

11703 CEDAR POINT CT · HOUSTON, TX · 77070

Phone

(281) 732-0705

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

2025-06-27

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

BIRNBREY, MINSK & MINSK LLC

BIRNBREY, MINSK & MINSK LLC 401K & PROFIT SHARING PLAN

$1.6M · 34 participants

JOHNSEN & MANZELLA, CPA, LLP

JOHNSEN & MANZELLA PROFIT SHARING PLAN

$1.6M · 6 participants

FICK, EGGEMEYER & WILLIAMSON, CPA'S

FEW 401(K) PLAN

$1.6M · 16 participants

JEROME A. BELLOTTI & ASSOCIATES

JEROME A. BELLOTTI & ASSOCIATES 401(K) PLAN

$1.6M · 1 participants

ELLINGER AND CAPPEL, LLC

ELLINGER AND CAPPEL, LLC 401(K) RETIREMENT PLAN