How big is Cgucpa, LLP's plan?

Cgucpa, LLP's plan reported $3.0M in assets and 14 participants for 2024.

Original filing (PDF)20250815023620NAL0014071616001

Cgucpa, LLP

Name: Cgucpa, LLP — Cgucpa, LLP Defined Benefit Plan, Form 5500 (2024)
Creator: Cgucpa, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cgucpa, LLP Defined Benefit Plan

Defined-benefit pension plan · Cgucpa, LLP's Cgucpa, LLP Defined Benefit Plan held $3.0M in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

People on this filing

Peggy H CHEN signed Cgucpa, LLP's 2024 Form 5500 as plan administrator.

Peggy H CHEN — 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

Cgucpa, LLP's EIN is 27-0472389.

EIN 27-0472389

Plan number 002

Plan year 2024

ACK ID 20250815023620NAL0014071616001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Cgucpa, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Cgucpa, LLP'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 CGUCPA, LLP.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

CGUCPA, LLP

EIN

all filings

Address

46560 FREMONT BLVD., SUITE 403 · FREMONT, CA · 94538

Phone

(510) 770-8680

Industry

CPA Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-15

Pension benefit codes

1A · Pay-related DB formula

1D · Floor-offset DB

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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