How big is Kimberly J. Perry, CPA's plan?

Kimberly J. Perry, CPA's plan reported $887K in assets and 5 participants for 2025.

Original filing (PDF)20260505074115NAL0000683681001

Kimberly J. Perry, CPA

Name: Kimberly J. Perry, CPA — Kimberly J. Perry, CPA, Form 5500 (2025)
Creator: Kimberly J. Perry, CPA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kimberly J. Perry, CPA 401(k) Plan

401(k) retirement plan · Kimberly J. Perry, CPA's Kimberly J. Perry, CPA 401(k) Plan held $887K in plan assets for 5 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$887K

Net assets (EOY)

$887K

Plan identifiers

Kimberly J. Perry, CPA's EIN is 26-1841079.

EIN 26-1841079

Plan number 001

Plan year 2025

ACK ID 20260505074115NAL0000683681001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Kimberly J. Perry, CPA from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Kimberly J. Perry, CPA'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 KIMBERLY J. PERRY, CPA.

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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