Original filing (PDF)20251009155254NAL0016540850001

DENNIS N. MIDDLETON, CPA

Name: DENNIS N. MIDDLETON, CPA — DENNIS N. MIDDLETON, CPA 401(K) PLAN, Form 5500 (2024)
Creator: DENNIS N. MIDDLETON, CPA

Form 5500-SF

FILING_RECEIVED

DENNIS N. MIDDLETON, CPA 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$23K

Net assets (EOY)

$23K

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 DENNIS N. MIDDLETON, CPA.

Plan sponsor

Name

DENNIS N. MIDDLETON, CPA

EIN

94-3316171

Address

5959 ESTATES DRIVE · OAKLAND, CA · 94611

Phone

(510) 339-8860

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

2025-10-09

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2H · Partial 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

KAIDEN DEGAS

NEXXUS FINANCIAL RESOURCE VENTURES 401(K) PLAN

$23K · 3 participants

TODD E HANSEN P.C

TODD E HANSEN P.C 401K PLAN

$22K · 2 participants

DAYSI JACOBSON ACCOUNTING LLC

DAYSI JACOBSON ACCOUNTING 401K

$23K · 5 participants

BAS PARTNERS LLC

$23K · 2 participants

GORDON FRASIER CPA & COMPANY INC

GORDON FRASIER CPA

$23K · 9 participants