How big is Keystone CPA, Inc.'s plan?

Keystone CPA, Inc.'s plan reported $2.2M in assets and 11 participants for 2024.

Original filing (PDF)20251014131135NAL0001436323002

Keystone CPA, Inc.

Name: Keystone CPA, Inc. — Keystone CPA Profit Sharing, Form 5500 (2024)
Creator: Keystone CPA, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Keystone CPA Profit Sharing Plan

401(k) retirement plan · Keystone CPA, Inc.'s Keystone CPA Profit Sharing Plan held $2.2M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

Plan identifiers

Keystone CPA, Inc.'s EIN is 26-2060595.

EIN 26-2060595

Plan number 001

Plan year 2024

ACK ID 20251014131135NAL0001436323002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Keystone CPA, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Keystone CPA, Inc.'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 KEYSTONE CPA, INC.

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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