Original filing (PDF)20250929115259NAL0011264273001

LEFFEL, OTIS & WARWICK, P.S.

Name: LEFFEL, OTIS & WARWICK, P.S. — LEFFEL, OTIS & WARWICK, P.S. RETIREMENT PLAN, Form 5500 (2024)
Creator: LEFFEL, OTIS & WARWICK, P.S.

Form 5500-SF

FILING_RECEIVED

LEFFEL, OTIS & WARWICK, P.S. RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$19.3M

Net assets (EOY)

$19.3M

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 LEFFEL, OTIS & WARWICK, P.S..

Plan sponsor

Name

LEFFEL, OTIS & WARWICK, P.S.

EIN

91-1138438

Address

PO BOX 129 · DAVENPORT, WA · 991220129

Phone

(509) 725-3251

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Name

LEFFEL, OTIS & WARWICK, P.S.

EIN

91-1138438

City

DAVENPORT, WA

Phone

(509) 725-3251

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-29

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2H · Partial participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

2T · Default investment account (QDIA)

2A · Age/service weighted or new comparability

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

BLACKBURN, CHILDERS & STEAGALL, PLC

BLACKBURN, CHILDERS & STEAGALL 401K PROFIT SHARING PLAN

$19.3M · 130 participants

KRD, LTD.

KRD, LTD. 401(K) AND PROFIT SHARING PLAN

$19.3M · 94 participants

MERIWETHER, WILSON & COMPANY, PLLC

MERIWETHER, WILSON & COMPANY, PLLC PROFIT SHARING PLAN

$19.3M

PACKER THOMAS & CO.

PACKER THOMAS RETIREMENT PLAN

$19.3M · 53 participants

SCRIBNER, COHEN & CO., S.C.

SCRIBNER, COHEN & CO., S.C. 401(K) PROFIT SHARING PLAN