How big is CPA Financial, PC's plan?

CPA Financial, PC's plan reported $2.2M in assets and 4 participants for 2024.

Original filing (PDF)20251015144201NAL0002472435001

CPA Financial, PC

Name: CPA Financial, PC — CPA Financial, P.C. 401(k) RATE, Form 5500 (2024)
Creator: CPA Financial, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CPA Financial, P.C. 401(k) RATE Group Profit Sharing Plan and TR

401(k) retirement plan · CPA Financial, PC's CPA Financial, P.C. 401(k) RATE Group Profit Sharing Plan and TR held $2.2M in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

People on this filing

Bruce Wolcott signed CPA Financial, PC's 2024 Form 5500 as plan administrator.

Bruce Wolcott — 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

CPA Financial, PC's EIN is 45-4124397.

EIN 45-4124397

Plan number 001

Plan year 2024

ACK ID 20251015144201NAL0002472435001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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