How big is Britt W. Ponte, CPA, PC's plan?

Britt W. Ponte, CPA, PC's plan reported $88K in assets and 2 participants for 2024.

Original filing (PDF)20250922140434NAL0002176563001

Britt W. Ponte, CPA, PC

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

Form 5500-SF

FILING_RECEIVED

Britt W. Ponte, CPA 401(k)

401(k) retirement plan · Britt W. Ponte, CPA, PC's Britt W. Ponte, CPA 401(k) held $88K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$88K

Net assets (EOY)

$88K

Plan identifiers

Britt W. Ponte, CPA, PC's EIN is 38-3017708.

EIN 38-3017708

Plan number 001

Plan year 2024

ACK ID 20250922140434NAL0002176563001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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