How big is CPA Business Advisors, Inc.'s plan?

CPA Business Advisors, Inc.'s plan reported $2.3M in assets and 8 participants for 2024.

Original filing (PDF)20250613080011NAL0017416161001

CPA Business Advisors, Inc.

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

Form 5500-SF

FILING_RECEIVED

CPA Business Advisors Defined Benefit Plan

Defined-benefit pension plan · CPA Business Advisors, Inc.'s CPA Business Advisors Defined Benefit Plan held $2.3M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

Plan identifiers

CPA Business Advisors, Inc.'s EIN is 26-2658990.

EIN 26-2658990

Plan number 002

Plan year 2024

ACK ID 20250613080011NAL0017416161001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

CPA Business Advisors, Inc.'s plan includes a defined-benefit pension formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CPA BUSINESS ADVISORS, 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score