Original filing (PDF)20251006013118NAL0002978577001

N&K CPAS, INC.

Name: N&K CPAS, INC. — N&K CPAS, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: N&K CPAS, INC.

Form 5500-SF

FILING_RECEIVED

N&K CPAS, INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$18.4M

Net assets (EOY)

$18.4M

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 N&K CPAS, INC..

Plan sponsor

Name

N&K CPAS, INC.

EIN

99-0169131

Address

999 BISHOP STREET, SUITE 2200 · HONOLULU, HI · 968134429

Phone

(808) 524-2255

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

2025-10-06

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

JAYNES, REITMEIER, BOYD & THERRELL, P.C.

JRBT 401(K) PLAN

$18.5M · 116 participants

JEFFERSON, URIAN, DOANE & STERNER, P.A.

JEFFERSON, URIAN, DOANE & STERNER, P.A. 401(K) PROFIT SHARING PLAN & TRUST

$18.4M · 37 participants

FISCHER CUNNANE & ASSOCIATES LTD.

FISCHER CUNNANE & ASSOCIATES LTD. TAX FAVORED SAVINGS PLAN

$18.6M · 29 participants

FLAGEL, HUBER, FLAGEL & COMPANY

FLAGEL, HUBER, FLAGEL & COMPANY RETIREMENT SAVINGS PLAN

$18.3M · 56 participants

HENRY AND PETERS, PC