How big is Peter a Norton CPA PC's plan?

Peter a Norton CPA PC's plan reported $749K in assets and 8 participants for 2025.

Original filing (PDF)20260513090325NAL0009001984001

Peter a Norton CPA PC

Name: Peter a Norton CPA PC — Peter a Norton CPA PC 401(k), Form 5500 (2025)
Creator: Peter a Norton CPA PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Peter a Norton CPA PC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Peter a Norton CPA PC's Peter a Norton CPA PC 401(k) Profit Sharing Plan & Trust held $749K in plan assets for 8 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$749K

Net assets (EOY)

$749K

People on this filing

Peter Norton signed Peter a Norton CPA PC's 2025 Form 5500 as plan administrator.

Peter Norton — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Peter a Norton CPA PC's EIN is 03-0378086.

EIN 03-0378086

Plan number 001

Plan year 2025

ACK ID 20260513090325NAL0009001984001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Peter a Norton CPA PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Peter a Norton CPA PC's plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA), a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PETER A NORTON CPA PC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score