How big is KAYS CPA Group, PC's plan?

KAYS CPA Group, PC's plan reported $1.5M in assets and 2 participants for 2024.

Original filing (PDF)20250717115823NAL0000109187001

KAYS CPA Group, PC

Name: KAYS CPA Group, PC — KAYS CPA Group 401(k) Plan, Form 5500 (2024)
Creator: KAYS CPA Group, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

KAYS CPA Group 401(k) Plan

401(k) retirement plan · KAYS CPA Group, PC's KAYS CPA Group 401(k) Plan held $1.5M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan identifiers

KAYS CPA Group, PC's EIN is 35-2139715.

EIN 35-2139715

Plan number 001

Plan year 2024

ACK ID 20250717115823NAL0000109187001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for KAYS CPA Group, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

KAYS CPA Group, PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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