Original filing (PDF)20260526051259NAL0004143459001

Gonzalez CPA

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

Form 5500-SF

FILING_RECEIVED

Gonzalez CPA APC 401(k) Plan

401(k) retirement plan · Gonzalez CPA's Gonzalez CPA APC 401(k) Plan held $375K in plan assets for 27 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$375K

Net assets (EOY)

$375K

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 (14th percentile).

Helping the score

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

Decision-maker contacts

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

Plan sponsor

Name

GONZALEZ CPA

EIN

26-2943397all filings

Address

17542 17TH STREET · SUITE 450 · TUSTIN, CA · 92780

Phone

(949) 393-0054

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

2026-05-26

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

Grapp Lerash

Grapp Lerash 401(k) Profit Sharing Plan & Trust

$375K · 8 participants

Hoppe & Cottrell LLP

Hoppe & Cottrell LLP 401(k) Profit Sharing Plan

$375K · 8 participants

Urbina CPA, PA

Urbina CPA, PA 401(k)

$375K · 5 participants

JBO Accounting LLC DBA Arroyo Accounting

Arroyo Accounting 401(k) Plan

$375K · 5 participants

Joseph L. Stefanski, CPA, PA

Joseph L. Stefanski, CPA, PA 401(k) Profit Sharing Plan

$375K · 1 participants

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.