5500RADAR

Synthetic plan walkthrough

Trace one audit lead back to its source.

Follow a first large-plan filing from reported facts to document evidence, professional boundaries, and a practical next question.

Illustrative record only. No real plan, sponsor, auditor, client, or participant data appears on this page.

Defined-contribution plan · Synthetic record

Illustrative Manufacturing 401(k) Plan

Not a real filing
2024 · Participants with account balances at beginning of year
127
2024 Form 5500
2023 filing category
Small plan
Prior filing
2024 filing category
Large plan
Current filing

Product-derived screening context · 2024

The filing history changes the answer.

127 is above 120, so the prior-year election is unavailable. The plan moves from a 2023 small-plan filing to a 2024 large-plan filing.

The waiver of the independent qualified public accountant (IQPA) report is not evaluated because this is a large-plan filing.

  1. Filed category Small plan Illustrative Form 5500-SF
  2. Beginning-of-year participants with account balances 127 · Large plan Illustrative Form 5500
See the governing methodology

Three source-linked facts · 2024

Evidence stays attached.

Each structured fact keeps its document coordinate and the professional boundary needed to review it responsibly.

Illustrative auditor’s report

2024 · Page 2 · Opinion

Auditor’s opinion

Unmodified

This synthetic source summary illustrates an unmodified opinion on the plan’s 2024 financial statements.

Professional boundaryAn unmodified opinion does not clear every separate filing disclosure.

Illustrative auditor’s report

2024 · Page 2 · Scope

Audit scope

ERISA §103(a)(3)(C)

Management elected an ERISA Section 103(a)(3)(C) audit for certified investment information.

Professional boundaryThis is normal scope context, not an audit-quality signal.

Illustrative Schedule H

2024 · Schedule H · Line 4a

Late participant contributions reported

Yes · reported

The filing reports participant contributions that were not transmitted within the applicable time period.

Professional boundaryThis is a filed disclosure for review—not proof that the matter is unresolved, recurring, or a violation.

Example team activity · Stage: Lead

Carry the evidence into the next question.

Review Schedule H line 4a and the filed supplemental schedule; compare the 2023 and 2024 filings before outreach.

Request a focused walkthrough

This action opens the access section. It does not create a real opportunity.

Synthetic example: every plan, source excerpt, and workflow state on this page is illustrative. The example demonstrates how source-linked review can be organized; it does not establish an audit, legal, compliance, or enforcement conclusion.