Original filing (PDF)20250730122421NAL0004055425001

APEX TAX AND ADVISORY

Name: APEX TAX AND ADVISORY — WILLIAM E. PAPPAS, CPA, INC. 401(K) PLAN, Form 5500 (2024)
Creator: APEX TAX AND ADVISORY

Form 5500-SF

FILING_RECEIVED

WILLIAM E. PAPPAS, CPA, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$166K

Net assets (EOY)

$166K

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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for APEX TAX AND ADVISORY.

Plan sponsor

Name

APEX TAX AND ADVISORY

EIN

92-1601488all filings

Address

30980 LORAIN ROAD · NORTH OLMSTED, OH · 44070

Phone

(440) 686-9663

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