How big is Peter Cheng CPA, PC's plan?

Peter Cheng CPA, PC's plan reported $580K in assets and 5 participants for 2024.

Original filing (PDF)20251007135803NAL0004868033001

Peter Cheng CPA, PC

Name: Peter Cheng CPA, PC — Peter Cheng CPA, PC Cash, Form 5500 (2024)
Creator: Peter Cheng CPA, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Peter Cheng CPA, PC Cash Balance Plan

Defined-benefit pension plan · Peter Cheng CPA, PC's Peter Cheng CPA, PC Cash Balance Plan held $580K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$580K

Net assets (EOY)

$580K

Plan identifiers

Peter Cheng CPA, PC's EIN is 13-3481600.

EIN 13-3481600

Plan number 002

Plan year 2024

ACK ID 20251007135803NAL0004868033001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Peter Cheng CPA, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Peter Cheng CPA, PC's plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PETER CHENG 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score