Original filing (PDF)20250425153533NAL0014808560001

FPG TAX & ACCOUNTING, LLC

Name: FPG TAX & ACCOUNTING, LLC — FPG 401(K) RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: FPG TAX & ACCOUNTING, LLC

Form 5500-SF

FILING_RECEIVED

FPG 401(K) RETIREMENT SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$235K

Net assets (EOY)

$235K

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 FPG TAX & ACCOUNTING, LLC.

Plan sponsor

Name

FPG TAX & ACCOUNTING, LLC

EIN

92-2390618all filings

Address

10925 ANTIOCH ROAD, SUITE 100 · OVERLAND PARK, KS · 66210

Phone

(913) 948-9489

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Name

ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES

EIN

42-1484983

City

KNOXVILLE, TN

Phone

(865) 670-1844

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-25

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

SPRING LANE MANAGEMENT LLC

SPRING LANE MANAGEMENT LLC CASH BALANCE PLAN

$235K · 8 participants

MISSIONWELL, LLC

MISSIONWELL, LLC 401(K) PLAN

$235K · 20 participants

FOX GARCIA & COMPANY LLC

FOX GARCIA & COMPANY LLC 401(K) PROFIT SHARING PLAN & TRUST

$235K · 12 participants

EFRAIN ROSADO CPA PLLC

EFRAIN ROSADO CPA 401(K) PLAN

$234K · 8 participants

THRIVE CPA, PLLC

THRIVE CPA, PLLC 401(K) PLAN

$235K · 10 participants

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