How big is Guerrero CPA's plan?

Guerrero CPA's plan reported $634K in assets and 8 participants for 2024.

Original filing (PDF)20250930061422NAL0016108019001

Guerrero CPA

Name: Guerrero CPA — Guerrero CPA Cash Balance Plan, Form 5500 (2024)
Creator: Guerrero CPA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Guerrero CPA Cash Balance Plan

Defined-benefit pension plan · Guerrero CPA's Guerrero CPA Cash Balance Plan held $634K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$634K

Net assets (EOY)

$634K

Plan identifiers

Guerrero CPA's EIN is 20-8127123.

EIN 20-8127123

Plan number 002

Plan year 2024

ACK ID 20250930061422NAL0016108019001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Guerrero CPA'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 GUERRERO 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 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

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

GUERRERO CPA

EIN

all filings

Address

508 WEST RHAPSODY · SAN ANTONIO, TX · 78216

Phone

(210) 490-7100

Industry

CPA Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-30

Pension benefit codes

1A · Pay-related DB formula

1B · Flat-dollar DB formula

1C · Cash balance or similar hybrid DB

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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