Original filing (PDF)20250425221318NAL0009570657074

WILLIAM B DRISCOLL CPA PLLC

Name: WILLIAM B DRISCOLL CPA PLLC — WILLIAM B DRISCOLL CPA 401(K) PLAN, Form 5500 (2024)
Creator: WILLIAM B DRISCOLL CPA PLLC

Form 5500-SF

FILING_RECEIVED

WILLIAM B DRISCOLL CPA 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

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 WILLIAM B DRISCOLL CPA PLLC.

Plan sponsor

Name

WILLIAM B DRISCOLL CPA PLLC

EIN

92-3230921

Address

2940 N OCONNOR RD. · SUITE 125 · IRVING, TX · 75062

Phone

(972) 252-4200

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

2025-04-25

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

CAPITAL TAX & ACCOUNTING SERVICES

CAPITAL TAX & ACCOUNTING 401(K) PLAN & TRUST

$1.9M · 5 participants

SMITH, COCHRAN AND HICKS CPAS

SMITH, COCHRAN & HICKS, CPAS, 401(K) PROFIT SHARING PLAN

$1.9M · 13 participants

CHRYSAN THOMAS, C.P.A., P.C.

CHRYSAN THOMAS, C. P. A. , P. C. 401(K) PLAN

$1.9M · 5 participants

TZINBERG & ASSOCIATES, P.C.

TZINBERG & ASSOCIATES, P.C. RETIREMENT TRUST

$1.9M · 5 participants

ALLAN K. BOOHER, CPA INC.

ALLAN K BOOHER CPA INC RETIREMENT SAVINGS PLAN