How big is Tony LIM CPA's plan?

Tony LIM CPA's plan reported $55K in assets and 3 participants for 2024.

Original filing (PDF)20250701001753NAL0017072688001

Tony LIM CPA

Name: Tony LIM CPA — Tony LIM CPA Retirement Trust, Form 5500 (2024)
Creator: Tony LIM CPA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Tony LIM CPA Retirement Trust

401(k) retirement plan · Tony LIM CPA's Tony LIM CPA Retirement Trust held $55K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$55K

Net assets (EOY)

$55K

People on this filing

Plan Sponsor signed Tony LIM CPA's 2024 Form 5500 as plan administrator.

Plan Sponsor — 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

Tony LIM CPA's EIN is 20-5411514.

EIN 20-5411514

Plan number 001

Plan year 2024

ACK ID 20250701001753NAL0017072688001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Tony LIM 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 TONY LIM CPA.

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 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.

Plan sponsor

Name

TONY LIM CPA

EIN

all filings

Address

1003 BISHOP STREET · SUITE 2225 · HONOLULU, HI · 96813

Phone

(808) 429-9496

Industry

All Other Professional Services· 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

2025-07-01

Pension benefit codes

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size All Other Professional Services plans

Exolambda LLC

Exolambda LLC 401(k) Profit Sharing Plan

$55K · 4 participants

Ganesh Health Services LLC

Ganesh Health Services LLC 401(k) Profit Sharing Plan & Trust

$55K · 7 participants

Capsulecrm Inc.

Capsulecrm 401(k) Plan

$55K · 4 participants

Guthman Signs LLC

Guthman Signs LLC 401(k) Profit Sharing Plan & Trust

$55K · 4 participants

Crease HVAC Inc.

Crease HVAC Inc. 401(k) Profit Sharing Plan & Trust

$55K · 2 participants

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.