How big is Heath CPA and Associates Inc.'s plan?

Heath CPA and Associates Inc.'s plan reported $473K in assets and 4 participants for 2025.

Original filing (PDF)20260430042503NAL0011189153001

Heath CPA and Associates Inc.

Name: Heath CPA and Associates Inc. — Heath CPA 401(k), Form 5500 (2025)
Creator: Heath CPA and Associates Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Heath CPA 401(k) Plan

401(k) retirement plan · Heath CPA and Associates Inc.'s Heath CPA 401(k) Plan held $473K in plan assets for 4 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$473K

Net assets (EOY)

$473K

People on this filing

Tressa Heath signed Heath CPA and Associates Inc.'s 2025 Form 5500 as plan administrator.

Tressa Heath — 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

Heath CPA and Associates Inc.'s EIN is 45-3973951.

EIN 45-3973951

Plan number 001

Plan year 2025

ACK ID 20260430042503NAL0011189153001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Heath CPA and Associates Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Heath CPA and Associates Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HEATH CPA AND ASSOCIATES INC..

Finding similar companies…

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