Original filing (PDF)20250916142807NAL0004481026003

IRVINE & COMPANY, CPAS LLC

Name: IRVINE & COMPANY, CPAS LLC — IRVINE AND COMPANY, CPAS LLC PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: IRVINE & COMPANY, CPAS LLC

Form 5500-SF

FILING_RECEIVED

IRVINE AND COMPANY, CPAS LLC PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$6.2M

Net assets (EOY)

$6.2M

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 IRVINE & COMPANY, CPAS LLC.

Plan sponsor

Name

IRVINE & COMPANY, CPAS LLC

EIN

93-1304312

Address

345 NE 102ND AVE · PORTLAND, OR · 97220

Phone

(503) 252-8449

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

2025-09-16

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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