How big is Verity Accountancy, PC's plan?

Verity Accountancy, PC's plan reported $605K in assets and 5 participants for 2024.

Original filing (PDF)20250725135650NAL0006711633001

Verity Accountancy, PC

Name: Verity Accountancy, PC — Verity Accountancy, PC, Form 5500 (2024)
Creator: Verity Accountancy, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Verity Accountancy, PC 401(k) Profit Sharing Plan

401(k) retirement plan · Verity Accountancy, PC's Verity Accountancy, PC 401(k) Profit Sharing Plan held $605K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$605K

Net assets (EOY)

$605K

People on this filing

Jeffrey Hart signed Verity Accountancy, PC's 2024 Form 5500 as plan administrator.

Jeffrey Hart — 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

Verity Accountancy, PC's EIN is 26-0043046.

EIN 26-0043046

Plan number 001

Plan year 2024

ACK ID 20250725135650NAL0006711633001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Verity Accountancy, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Verity Accountancy, PC'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 VERITY ACCOUNTANCY, 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

VERITY ACCOUNTANCY, PC

EIN

all filings

Address

4000 SE INTERNATIONAL WAY · SUITE F203 · MILWAUKIE, OR · 97222

Phone

(503) 281-5213

Industry

CPA Offices· Professional & Technical Services

Plan administrator