How big is Richard Perry, CPA, PC's plan?

Richard Perry, CPA, PC's plan reported $1.1M in assets and 13 participants for 2024.

Original filing (PDF)20250225111327NAL0007150611001

Richard Perry, CPA, PC

Name: Richard Perry, CPA, PC — Richard H. Perry, CPA, PC, Form 5500 (2024)
Creator: Richard Perry, CPA, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Richard H. Perry, CPA, PC 401(k) Plan

401(k) retirement plan · Richard Perry, CPA, PC's Richard H. Perry, CPA, PC 401(k) Plan held $1.1M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Debbie McGhee signed Richard Perry, CPA, PC's 2024 Form 5500 as plan administrator.

Debbie McGhee — 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

Richard Perry, CPA, PC's EIN is 26-2783293.

EIN 26-2783293

Plan number 001

Plan year 2024

ACK ID 20250225111327NAL0007150611001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Richard Perry, CPA, PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RICHARD PERRY, CPA, PC.

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Plan health score

Above-average plan

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