How big is Carolina Forest CPA Group Inc.'s plan?

Carolina Forest CPA Group Inc.'s plan reported $799K in assets and 20 participants for 2025.

Original filing (PDF)20260428220252NAL0005601171074

Carolina Forest CPA Group Inc.

Name: Carolina Forest CPA Group Inc. — Carolina Forest CPA, Form 5500 (2025)
Creator: Carolina Forest CPA Group Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Carolina Forest CPA Group 401(k) Plan

401(k) retirement plan · Carolina Forest CPA Group Inc.'s Carolina Forest CPA Group 401(k) Plan held $799K in plan assets for 20 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$799K

Net assets (EOY)

$799K

Plan identifiers

Carolina Forest CPA Group Inc.'s EIN is 20-8615926.

EIN 20-8615926

Plan number 001

Plan year 2025

ACK ID 20260428220252NAL0005601171074

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Carolina Forest CPA Group Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Carolina Forest CPA Group Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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