How big is Sutaria CPA PC's plan?

Sutaria CPA PC's plan reported $3.0M in assets and 9 participants for 2025.

Original filing (PDF)20260501124315NAL0001578192001

Sutaria CPA PC

Name: Sutaria CPA PC — Sutaria CPA PC 401(k) Plan, Form 5500 (2025)
Creator: Sutaria CPA PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sutaria CPA PC 401(k) Plan

401(k) retirement plan · Sutaria CPA PC's Sutaria CPA PC 401(k) Plan held $3.0M in plan assets for 9 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

People on this filing

Dipan Sutaria signed Sutaria CPA PC's 2025 Form 5500 as plan administrator.

Dipan Sutaria — 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

Sutaria CPA PC's EIN is 26-1465366.

EIN 26-1465366

Plan number 001

Plan year 2025

ACK ID 20260501124315NAL0001578192001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Sutaria CPA PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (24th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

SUTARIA CPA PC

EIN

all filings

Address

2425 N CENTRAL SUITE 440 · RICHARDSON, TX · 75080

Phone

(214) 340-0209

Industry

CPA Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-05-01

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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