Original filing (PDF)20250630154153NAL0011357761001

JOHN F COGGIN CPA PLLC

Name: JOHN F COGGIN CPA PLLC — JOHN F COGGIN CPA PLLC PROFIT SHARING PLAN, Form 5500 (2024)
Creator: JOHN F COGGIN CPA PLLC

Form 5500-SF

FILING_RECEIVED

JOHN F COGGIN CPA PLLC PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$513K

Net assets (EOY)

$513K

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 JOHN F COGGIN CPA PLLC.

Plan sponsor

Name

JOHN F COGGIN CPA PLLC

EIN

90-0504172all filings

Address

4545 DISSONNET ST · STE 129 · BELLAIRE, TX · 77401

Phone

(713) 408-1318

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

2025-06-30

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

IMPACCT LLC

IMPACCT 401(K) PLAN

$513K · 9 participants

VXL SERVICES, INC.

VXL SERVICES, INC. CASH BALANCE PLAN

$513K · 5 participants

WOODFORD FINANCIAL PLLC

WOODFORD FINANCIAL PLLC 401K PLAN

$513K · 4 participants

KERSTEN ACCOUNTING LLC

KERSTEN ACCOUNTING 401K PLAN

$512K · 13 participants

FAVOR ACCOUNTANCY CORPORATION

FAVOR ACCOUNTANCY CORPORATION 401(K) PLAN

$514K · 5 participants

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