How big is John W. Halloran, CPA PC's plan?

John W. Halloran, CPA PC's plan reported $287K in assets and 1 participants for 2023.

Original filing (PDF)20241002155804NAL0004187411002

John W. Halloran, CPA PC

Name: John W. Halloran, CPA PC — JWH CPA PC Cash Balance, Form 5500 (2023)
Creator: John W. Halloran, CPA PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

JWH CPA PC Cash Balance Plan

Defined-benefit pension plan · John W. Halloran, CPA PC's JWH CPA PC Cash Balance Plan held $287K in plan assets for 1 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$287K

Net assets (EOY)

$287K

People on this filing

John W Halloran signed John W. Halloran, CPA PC's 2023 Form 5500 as plan administrator.

John W Halloran — 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

John W. Halloran, CPA PC's EIN is 20-3905587.

EIN 20-3905587

Plan number 002

Plan year 2023

ACK ID 20241002155804NAL0004187411002

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for John W. Halloran, CPA PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

John W. Halloran, 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 JOHN W. HALLORAN, CPA PC.

Finding similar companies…

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