Original filing (PDF)20250306114810NAL0010269697001

MEDILL & THOOFT, CPA LLC

Name: MEDILL & THOOFT, CPA LLC — MEDILL & THOOFT 401(K) PLAN, Form 5500 (2024)
Creator: MEDILL & THOOFT, CPA LLC

Form 5500-SF

FILING_RECEIVED

MEDILL & THOOFT 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$66K

Net assets (EOY)

$66K

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 MEDILL & THOOFT, CPA LLC.

Plan sponsor

Name

MEDILL & THOOFT, CPA LLC

EIN

93-4846678all filings

Address

104 NORTH MAIN STREET · PO BOX 885 · ULYSSES, KS · 67880

Phone

(620) 356-4951

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-03-05

Tax period

2024-12-31

Filed

2025-03-06

Pension benefit codes

2A · Age/service weighted or new comparability

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)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

ANTHONY PASSERINO, CPA

$66K · 5 participants

SOPHEARATH UOY, CPA, PC

SOPHEARATH UOY, CPA, PC 401(K) PLAN

$66K · 4 participants

D LYNN CASWELL PC

D LYNN CASWELL PC 401(K) PROFIT SHARING PLAN AND TRUST

$66K · 1 participants

MARY ANN PHILLIPS CPA PA

MARY ANN PHILLIPS CPA 401(K) PLAN

$66K · 3 participants

HARRY J. HONAN, CPA, PLLC

HARRY J. HONAN, CPA, PLLC 401(K) PLAN

$66K · 3 participants

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