Original filing (PDF)20241009174212NAL0009435971001

ANDY H. YEUNG, C.P.A., P.S.

Name: ANDY H. YEUNG, C.P.A., P.S. — ANDY H. YEUNG, C.P.A., P.S. CASH BALANCE PLAN, Form 5500 (2023)
Creator: ANDY H. YEUNG, C.P.A., P.S.

Form 5500-SF

FILING_RECEIVED

ANDY H. YEUNG, C.P.A., P.S. CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

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

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ANDY H. YEUNG, C.P.A., P.S..

Plan sponsor

Name

ANDY H. YEUNG, C.P.A., P.S.

EIN

91-1872090

Address

11410 NE 124TH ST. #500 · KIRKLAND, WA · 98034

Phone

(425) 458-9111

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-09

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

1I · Frozen plan — no new benefit accrual

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

AWD, P.C.

AWD, P.C. 401(K) PLAN

$1.0M · 1 participants

PJC GROUP, LLC

PJC GROUP 401(K) PROFIT SHARING PLAN & TRUST

$1.0M · 7 participants

HELLIE, HOFFER & COMPANY, LLP

HELLIE, HOFFER & COMPANY, LLP 401(K) PLAN

$1.0M · 4 participants

DAMORE, HAMRIC, SCHNEIDER, INC.

DAMORE, HAMRIC, SCHNEIDER, INC. 401(K) PROFIT SHARING PLAN

$1.0M · 6 participants

VERTICE ACCOUNTING SOLUTIONS, INC

VERTICE ACCOUNTING 401K P/S PLAN

$1.0M · 7 participants