How big is Charles J O'DONnell, CPA's plan?

Charles J O'DONnell, CPA's plan reported $249K in assets and 2 participants for 2024.

Original filing (PDF)20251014071828NAL0001068563001

Charles J O'DONnell, CPA

Name: Charles J O'DONnell, CPA — Charles J O'DONnell, CPA, Form 5500 (2024)
Creator: Charles J O'DONnell, CPA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Charles J O'DONnell, CPA Profit Sharing Plan

Defined-contribution retirement plan · Charles J O'DONnell, CPA's Charles J O'DONnell, CPA Profit Sharing Plan held $249K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$249K

Net assets (EOY)

$249K

Plan identifiers

Charles J O'DONnell, CPA's EIN is 11-2660317.

EIN 11-2660317

Plan number 001

Plan year 2024

ACK ID 20251014071828NAL0001068563001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Charles J O'DONnell, CPA from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Charles J O'DONnell, CPA's plan includes profit-sharing, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CHARLES J O'DONNELL, CPA.

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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