How big is Cloud Smart Accounting a Profe's plan?

Cloud Smart Accounting a Profe's plan reported $205K in assets and 2 participants for 2024.

Original filing (PDF)20250719220819NAL0005428370001

Cloud Smart Accounting a Profe

Name: Cloud Smart Accounting a Profe — Cloud Smart, Form 5500 (2024)
Creator: Cloud Smart Accounting a Profe
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cloud Smart Accounting a Profe 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Cloud Smart Accounting a Profe's Cloud Smart Accounting a Profe 401(k) Profit Sharing Plan & Trust held $205K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$205K

Net assets (EOY)

$205K

People on this filing

Juliette Ortega signed Cloud Smart Accounting a Profe's 2024 Form 5500 as plan administrator.

Juliette Ortega — 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

Cloud Smart Accounting a Profe's EIN is 20-0508091.

EIN 20-0508091

Plan number 001

Plan year 2024

ACK ID 20250719220819NAL0005428370001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Cloud Smart Accounting a Profe from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Cloud Smart Accounting a Profe's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CLOUD SMART ACCOUNTING A PROFE.

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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