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BELLINGHAM CPA TAXES & ACCOUNTING, LLC — BELLINGHAM CPA CASH BALANCE PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251009140310NAL0006690657001
BELLINGHAM CPA TAXES & ACCOUNTING, LLC
Form 5500-SF
FILING_RECEIVED
BELLINGHAM CPA CASH BALANCE PLAN
Defined-benefit pension plan
Active participants
4
Accounts w/ balance
—
Plan assets (EOY)
$1.7M
Net assets (EOY)
$1.7M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
BELLINGHAM CPA TAXES & ACCOUNTING, LLC
.
Find decision makers
Plan sponsor
Name
BELLINGHAM CPA TAXES & ACCOUNTING, LLC
EIN
45-3615005
Address
1901 NORTH STATE STREET, SUITE A · BELLINGHAM, WA · 98225
Phone
(360) 306-8246
Industry
CPA Offices
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
1B · Flat-dollar DB formula
1C · Cash balance or similar hybrid DB
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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