How big is A.T. Professional Accounting CPA PC's plan?

A.T. Professional Accounting CPA PC's plan reported $1.9M in assets and 3 participants for 2024.

Original filing (PDF)20251015122720NAL0006067760004

A.T. Professional Accounting CPA PC

Name: A.T. Professional Accounting CPA PC — A.T. Professio, Form 5500 (2024)
Creator: A.T. Professional Accounting CPA PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

A.T. Professional Accounting CPA PC ROTH 401(k) Plan

401(k) retirement plan · A.T. Professional Accounting CPA PC's A.T. Professional Accounting CPA PC ROTH 401(k) Plan held $1.9M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan identifiers

A.T. Professional Accounting CPA PC's EIN is 22-3777858.

EIN 22-3777858

Plan number 004

Plan year 2024

ACK ID 20251015122720NAL0006067760004

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for A.T. Professional Accounting CPA PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

A.T. Professional Accounting CPA PC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for A.T. PROFESSIONAL ACCOUNTING CPA PC.

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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