Original filing (PDF)20260206145336NAL0008475779001

BUCKLEY PATCHEN, AN ACCOUNTANCY CORPORATION

Name: BUCKLEY PATCHEN, AN ACCOUNTANCY CORPORATION — BUCKLEY, PATCHEN ACCOUNTANCY CORP. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: BUCKLEY PATCHEN, AN ACCOUNTANCY CORPORATION

Form 5500-SF

FILING_RECEIVED

BUCKLEY, PATCHEN ACCOUNTANCY CORP. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.7M

Net assets (EOY)

$4.7M

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 BUCKLEY PATCHEN, AN ACCOUNTANCY CORPORATION.

Plan sponsor

Name

BUCKLEY PATCHEN, AN ACCOUNTANCY CORPORATION

EIN

94-2302150

Address

PO BOX 5288 · WALNUT CREEK, CA · 94596

Phone

(925) 937-2727

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-05-01

Tax period

2025-04-30

Filed

2026-02-06

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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