How big is Geoffrey B. Carter, CPA's plan?

Geoffrey B. Carter, CPA's plan reported $1.2M in assets and 2 participants for 2025.

Original filing (PDF)20260506154204NAL0001621235001

Geoffrey B. Carter, CPA

Name: Geoffrey B. Carter, CPA — Geoffrey B. Carter, CPA, Form 5500 (2025)
Creator: Geoffrey B. Carter, CPA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Geoffrey B. Carter, CPA 401(k) Plan

401(k) retirement plan · Geoffrey B. Carter, CPA's Geoffrey B. Carter, CPA 401(k) Plan held $1.2M in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

Geoffrey B. Carter, CPA's EIN is 27-1521437.

EIN 27-1521437

Plan number 001

Plan year 2025

ACK ID 20260506154204NAL0001621235001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Geoffrey B. Carter, CPA from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Geoffrey B. Carter, CPA's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

Finding similar companies…

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