Original filing (PDF)20250426143150NAL0016785600001

ROBERT L BANKSON

Name: ROBERT L BANKSON — ROBERT L BANKSON CPA FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN AND TRUST, Form 5500 (2024)
Creator: ROBERT L BANKSON

Form 5500-SF

FILING_RECEIVED

ROBERT L BANKSON CPA FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN AND TRUST

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

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 ROBERT L BANKSON.

Plan sponsor

Name

ROBERT L BANKSON

DBA

ROBERT L BANKSON, CPA

EIN

95-3977208

Address

5455 WILSHIRE BLVD STE 1008 · LOS ANGELES, CA · 900364237

Phone

(323) 954-1900

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

2025-04-26

Pension benefit codes

2C · Money purchase (other than target benefit)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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