Original filing (PDF)20250630183813NAL0012142545001

JAMES CINEA, CPA, ACCOUNTANCY CORP

Name: JAMES CINEA, CPA, ACCOUNTANCY CORP — JAMES CINEA, CPA 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: JAMES CINEA, CPA, ACCOUNTANCY CORP

Form 5500-SF

FILING_RECEIVED

JAMES CINEA, CPA 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JAMES CINEA, CPA, ACCOUNTANCY CORP.

Plan sponsor

Name

JAMES CINEA, CPA, ACCOUNTANCY CORP

EIN

26-4353948

Address

10329 LOS ALAMITOS BLVD · LOS ALAMITOS, CA · 90720

Phone

(562) 596-0049

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-30

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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