Original filing (PDF)20250728143434NAL0005040690001

PATRICK H. YOUNG CPA, AN ACCOUNTANCY CORPORATION

Name: PATRICK H. YOUNG CPA, AN ACCOUNTANCY CORPORATION — PATRICK H. YOUNG CPA, AN ACCOUNTANCY CORPORATION PENSION PLAN, Form 5500 (2024)
Creator: PATRICK H. YOUNG CPA, AN ACCOUNTANCY CORPORATION

Form 5500-SF

FILING_RECEIVED

PATRICK H. YOUNG CPA, AN ACCOUNTANCY CORPORATION PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

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 PATRICK H. YOUNG CPA, AN ACCOUNTANCY CORPORATION.

Plan sponsor

Name

PATRICK H. YOUNG CPA, AN ACCOUNTANCY CORPORATION

EIN

95-4669709

Address

23236 LYONS AVENUE, SUITE 202 · SANTA CLARITA, CA · 91321

Phone

(661) 288-2328

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

2025-07-28

Pension benefit codes

1A · Pay-related DB formula

1D · Floor-offset DB

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

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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