Original filing (PDF)20250930164127NAL0019734962001

JOHANSON & YAU ACCOUNTANCY CORPORATION

Name: JOHANSON & YAU ACCOUNTANCY CORPORATION — JOHANSON & YAU ACCOUNTANCY CORP 401(K) PLAN, Form 5500 (2024)
Creator: JOHANSON & YAU ACCOUNTANCY CORPORATION

Form 5500-SF

FILING_RECEIVED

JOHANSON & YAU ACCOUNTANCY CORP 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$15.2M

Net assets (EOY)

$15.2M

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 JOHANSON & YAU ACCOUNTANCY CORPORATION.

Plan sponsor

Name

JOHANSON & YAU ACCOUNTANCY CORPORATION

EIN

94-2702860

Address

42 WEST CAMPBELL AVE 3RD FL · CAMPBELL, CA · 95008

Phone

(408) 288-5111

Industry

CPA Offices· Professional & Technical Servicessee 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

2025-09-30

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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