How big is Pivot CPAS, P.A.'s plan?

Pivot CPAS, P.A.'s plan reported $7.7M in assets and 65 participants for 2023.

Original filing (PDF)20250625065049NAL0018368562001

Pivot CPAS, P.A.

Name: Pivot CPAS, P.A. — Pivot CPAS, P.A. Retirement Plan, Form 5500 (2023)
Creator: Pivot CPAS, P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Pivot CPAS, P.A. Retirement Plan

401(k) retirement plan · Pivot CPAS, P.A.'s Pivot CPAS, P.A. Retirement Plan held $7.7M in plan assets for 65 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.7M

Net assets (EOY)

$7.7M

Plan identifiers

Pivot CPAS, P.A.'s EIN is 20-0708248.

EIN 20-0708248

Plan number 001

Plan year 2023

ACK ID 20250625065049NAL0018368562001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Pivot CPAS, P.A. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Pivot CPAS, P.A.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PIVOT CPAS, P.A..

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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