How big is North Bay CPA's plan?

North Bay CPA's plan reported $265K in assets and 3 participants for 2024.

Original filing (PDF)20250626120430NAL0004976227001

North Bay CPA

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

Form 5500-SF

FILING_RECEIVED

North Bay CPA 401(k) Plan

401(k) retirement plan · North Bay CPA's North Bay CPA 401(k) Plan held $265K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$265K

Net assets (EOY)

$265K

People on this filing

Scott Stroud signed North Bay CPA's 2024 Form 5500 as plan administrator.

Scott Stroud — 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

North Bay CPA's EIN is 20-0837702.

EIN 20-0837702

Plan number 001

Plan year 2024

ACK ID 20250626120430NAL0004976227001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NORTH BAY 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (85th percentile).

Plan sponsor

Name

NORTH BAY CPA

EIN

all filings

Address

14 KELLER STREET · PETALUMA, CA · 94952

Phone

(707) 559-5380

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

2025-06-26

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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