How big is CPA by Choice's plan?

CPA by Choice's plan reported $230K in assets and 16 participants for 2024.

Original filing (PDF)20250604092407NAL0007741347001

CPA by Choice

Name: CPA by Choice — CPA by Choice 401(k) Plan, Form 5500 (2024)
Creator: CPA by Choice
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CPA by Choice 401(k) Plan

401(k) retirement plan · CPA by Choice's CPA by Choice 401(k) Plan held $230K in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$230K

Net assets (EOY)

$230K

People on this filing

Peter YU signed CPA by Choice's 2024 Form 5500 as plan administrator.

Peter YU — 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

CPA by Choice's EIN is 05-0536192.

EIN 05-0536192

Plan number 001

Plan year 2024

ACK ID 20250604092407NAL0007741347001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for CPA by Choice from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

CPA BY CHOICE

EIN

all filings

Address

5803 NORTHWEST 151ST STREET #201 · MIAMI LAKES, FL · 33014

Phone

(800) 779-0053

Industry

CPA Offices· Professional & Technical Services

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

2025-06-04

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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