How big is Allen and Wilson CPAS' plan?

Allen and Wilson CPAS' plan reported $263K in assets and 3 participants for 2025.

Original filing (PDF)20260518070814NAL0009203091001

Allen and Wilson CPAS

Name: Allen and Wilson CPAS — Allen and Wilson CPAS 401(k), Form 5500 (2025)
Creator: Allen and Wilson CPAS
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Allen and Wilson CPAS 401(k) Plan

401(k) retirement plan · Allen and Wilson CPAS' Allen and Wilson CPAS 401(k) Plan held $263K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$263K

Net assets (EOY)

$263K

People on this filing

Katherine Allen signed Allen and Wilson CPAS' 2025 Form 5500 as plan administrator.

Katherine Allen — 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

Allen and Wilson CPAS' EIN is 45-2722411.

EIN 45-2722411

Plan number 001

Plan year 2025

ACK ID 20260518070814NAL0009203091001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Allen and Wilson CPAS from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Allen and Wilson CPAS' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ALLEN AND WILSON CPAS.

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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