Original filing (PDF)20260224115503NAL0004060546001

CALIFORNIA SOCIETY OF CPAS

Name: CALIFORNIA SOCIETY OF CPAS — CALIFORNIA SOCIETY OF CPAS 401(K) PLAN, Form 5500 (2024)
Creator: CALIFORNIA SOCIETY OF CPAS

Form 5500

FILING_RECEIVED

CALIFORNIA SOCIETY OF CPAS 401(K) PLAN

401(k) retirement plan

Signals · 3

Late filing · 3.3 moLate participant contributions100% in single holding

Active participants

Accounts w/ balance

146

Plan assets (EOY)

$15.5M

Net assets (EOY)

$15.5M

How this plan invests

This plan

1 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Filed 3.3 months past the 10.5-month grace window.
Delinquent participant contributions reported (Schedule H 4a) — 2K (0% of contributions).

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (95th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CALIFORNIA SOCIETY OF CPAS.

Plan sponsor

Name

CALIFORNIA SOCIETY OF CPAS

EIN

94-1056137all filings

Address

500 CAPITOL MALL SUITE 1760 · SACRAMENTO, CA · 95814

Phone

(650) 522-3021

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2026-02-24

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$19K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
GALLAGHER BENEFIT SERVICES INC DBA	—	CLEVELAND, OH	INVESTMENT ADVISOR	$39K	—

Investments

1 direct security· $15.1M(97% of reported assets)

PI						% of plan
	[Assets held in registered investment companies (mutual funds)]	Other	—	—	$15.1M	97.2%

1–1 of 1

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