How big is Stokes & Company, CPAS, PC's plan?

Stokes & Company, CPAS, PC's plan reported $1.7M in assets and 70 participants for 2024.

Original filing (PDF)20250720143803NAL0000557360001

Stokes & Company, CPAS, PC

Name: Stokes & Company, CPAS, PC — Stokes & Company, CPAS, Form 5500 (2024)
Creator: Stokes & Company, CPAS, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stokes & Company, CPAS, PC 401(k) Plan

401(k) retirement plan · Stokes & Company, CPAS, PC's Stokes & Company, CPAS, PC 401(k) Plan held $1.7M in plan assets for 70 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan identifiers

Stokes & Company, CPAS, PC's EIN is 26-3718747.

EIN 26-3718747

Plan number 001

Plan year 2024

ACK ID 20250720143803NAL0000557360001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Stokes & Company, CPAS, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Stokes & Company, CPAS, PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STOKES & COMPANY, CPAS, 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