How big is Brown CPA Group, Ltd.'s plan?

Brown CPA Group, Ltd.'s plan reported $1.2M in assets and 10 participants for 2024.

Original filing (PDF)20250620053319NAL0005353072001

Brown CPA Group, Ltd.

Name: Brown CPA Group, Ltd. — Brown CPA Group, Ltd. Cash, Form 5500 (2024)
Creator: Brown CPA Group, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Brown CPA Group, Ltd. Cash Balance Plan & Trust

Defined-benefit pension plan · Brown CPA Group, Ltd.'s Brown CPA Group, Ltd. Cash Balance Plan & Trust held $1.2M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

David Thibault signed Brown CPA Group, Ltd.'s 2024 Form 5500 as plan administrator.

David Thibault — 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

Brown CPA Group, Ltd.'s EIN is 36-3993515.

EIN 36-3993515

Plan number 002

Plan year 2024

ACK ID 20250620053319NAL0005353072001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Brown CPA Group, Ltd.'s plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

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

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score