How big is David JIN CPA, P.C.'s plan?

David JIN CPA, P.C.'s plan reported $2.1M in assets and 8 participants for 2025.

Original filing (PDF)20260325120746NAL0005742802001

David JIN CPA, P.C.

Name: David JIN CPA, P.C. — David JIN CPA, P.C. 401(k), Form 5500 (2025)
Creator: David JIN CPA, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

David JIN CPA, P.C. 401(k) Profit Sharing Plan

401(k) retirement plan · David JIN CPA, P.C.'s David JIN CPA, P.C. 401(k) Profit Sharing Plan held $2.1M in plan assets for 8 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

Plan identifiers

David JIN CPA, P.C.'s EIN is 45-5395973.

EIN 45-5395973

Plan number 001

Plan year 2025

ACK ID 20260325120746NAL0005742802001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for David JIN CPA, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

David JIN CPA, P.C.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

DAVID JIN CPA, P.C.

EIN

all filings

Address

800 ROOSEVELT AVE. · SUITE 200 · IRVINE, CA · 92602

Phone

(714) 505-8377

Industry

CPA Offices· Professional & Technical Services

Plan administrator