How big is Allied CPAS, P.C.'s plan?

Allied CPAS, P.C.'s plan reported $4.7M in assets and 55 participants for 2024.

Original filing (PDF)20250619074754NAL0007600034001

Allied CPAS, P.C.

Name: Allied CPAS, P.C. — Allied Financial Partners', Form 5500 (2024)
Creator: Allied CPAS, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Allied Financial Partners' 401(k) Plan

401(k) retirement plan · Allied CPAS, P.C.'s Allied Financial Partners' 401(k) Plan held $4.7M in plan assets for 55 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.7M

Net assets (EOY)

$4.7M

People on this filing

David Younis signed Allied CPAS, P.C.'s 2024 Form 5500 as plan administrator.

David Younis — 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

Allied CPAS, P.C.'s EIN is 27-0542316.

EIN 27-0542316

Plan number 001

Plan year 2024

ACK ID 20250619074754NAL0007600034001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Allied CPAS, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Allied CPAS, P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ALLIED CPAS, P.C..

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score