· 2022–2024 · DOL EFAST2

Clifford Isara CPA LLC — Clifford Isara CPA LLC, Form 5500 (2024)

Original filing (PDF)20250821180638NAL0008488114001

Clifford Isara CPA LLC

Form 5500-SF

FILING_RECEIVED

Clifford Isara CPA LLC Profit Sharing Plan (001)

Defined-contribution retirement plan · Clifford Isara CPA LLC's Clifford Isara CPA LLC Profit Sharing Plan (001) held $1.4M in plan assets for 3 participants in 2024.

Active participants

3

Accounts w/ balance

4

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

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

85

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (85th percentile).

Decision-maker contacts

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

Plan sponsor

Name

CLIFFORD ISARA CPA LLC

EIN

30-0999399all filings

Address

1150 S. KING STREET, SUITE 605 · HONOLULU, HI · 968141952

Phone

(808) 597-1337

Industry

CPA Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-21

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2H · Partial participant-directed accounts

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

Small plans don't disclose service providers

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