How big is Peter a Burgos CPA PC's plan?

Peter a Burgos CPA PC's plan reported $138K in assets and 6 participants for 2024.

Original filing (PDF)20250718121427NAL0000802899001

Peter a Burgos CPA PC

Name: Peter a Burgos CPA PC — Peter a Burgos CPA PC 401(k), Form 5500 (2024)
Creator: Peter a Burgos CPA PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Peter a Burgos CPA PC 401(k) Plan

401(k) retirement plan · Peter a Burgos CPA PC's Peter a Burgos CPA PC 401(k) Plan held $138K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$138K

Net assets (EOY)

$138K

People on this filing

Marcus Bowie signed Peter a Burgos CPA PC's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Peter a Burgos CPA PC's EIN is 26-0674950.

EIN 26-0674950

Plan number 001

Plan year 2024

ACK ID 20250718121427NAL0000802899001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Peter a Burgos CPA PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PETER A BURGOS 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