How big is William Somers, CPA, LLC's plan?

William Somers, CPA, LLC's plan reported $639K in assets and 7 participants for 2024.

Original filing (PDF)20250926154507NAL0004082179001

William Somers, CPA, LLC

Name: William Somers, CPA, LLC — William Somers, CPA, LLC, Form 5500 (2024)
Creator: William Somers, CPA, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

William Somers, CPA, LLC 401(k) Plan

401(k) retirement plan · William Somers, CPA, LLC's William Somers, CPA, LLC 401(k) Plan held $639K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$639K

Net assets (EOY)

$639K

People on this filing

William Somers signed William Somers, CPA, LLC's 2024 Form 5500 as plan administrator.

William Somers — 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

William Somers, CPA, LLC's EIN is 20-3552087.

EIN 20-3552087

Plan number 002

Plan year 2024

ACK ID 20250926154507NAL0004082179001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for William Somers, CPA, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

William Somers, CPA, LLC's plan includes profit-sharing, a 401(k) feature, 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 WILLIAM SOMERS, CPA, LLC.

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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