Original filing (PDF)20250821180638NAL0008488114001

CLIFFORD ISARA CPA LLC

Name: CLIFFORD ISARA CPA LLC — CLIFFORD ISARA CPA LLC PROFIT SHARING PLAN (001), Form 5500 (2024)
Creator: CLIFFORD ISARA CPA LLC

Form 5500-SF

FILING_RECEIVED

CLIFFORD ISARA CPA LLC PROFIT SHARING PLAN (001)

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

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 CLIFFORD ISARA CPA LLC.

Plan sponsor

Name

CLIFFORD ISARA CPA LLC

EIN

30-0999399

Address

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

Phone

(808) 597-1337

Industry

CPA Offices· Professional & Technical Servicessee all

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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