Original filing (PDF)20251014190200NAL0001777267006

RICHARD D. CALDWELL, CPA

Name: RICHARD D. CALDWELL, CPA — RICHARD D. CALDWELL, CPA PROFIT SHARING PLAN, Form 5500 (2024)
Creator: RICHARD D. CALDWELL, CPA

Form 5500-SF

FILING_RECEIVED

RICHARD D. CALDWELL, CPA PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$4.0M

Net assets (EOY)

$4.0M

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

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RICHARD D. CALDWELL, CPA.

Plan sponsor

Name

RICHARD D. CALDWELL, CPA

EIN

93-1048349

Address

1750 S W SKYLINE BLVD STE 131 · PORTLAND, OR · 972212543

Phone

(503) 297-9551

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

2025-10-14

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

3B · Covers self-employed individuals

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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