Original filing (PDF)20251210145448NAL0005533298001

COMMUNITY CPA AND ASSOCIATES INC.

Name: COMMUNITY CPA AND ASSOCIATES INC. — COMMUNITY CPA AND ASSOCIATES INC. 401(K) P/S PLAN, Form 5500 (2024)
Creator: COMMUNITY CPA AND ASSOCIATES INC.

Form 5500-SF

FILING_RECEIVED

COMMUNITY CPA AND ASSOCIATES INC. 401(K) P/S PLAN

401(k) retirement plan

Signals · 1

Late filing · 0.8 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COMMUNITY CPA AND ASSOCIATES INC..

Plan sponsor

Name

COMMUNITY CPA AND ASSOCIATES INC.

EIN

20-4041302

Address

3816 INGERSOLL AVE · DES MOINES, IA · 50312

Phone

(515) 491-2928

Industry

CPA Offices· Professional & Technical Servicessee all

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

2025-12-10

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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