How big is MB Advisors CPA Inc.'s plan?

MB Advisors CPA Inc.'s plan reported $2.9M in assets and 14 participants for 2024.

Original filing (PDF)20250513120819NAL0018072673001

MB Advisors CPA Inc.

Name: MB Advisors CPA Inc. — MB Advisors CPA Inc. 401(k), Form 5500 (2024)
Creator: MB Advisors CPA Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

MB Advisors CPA Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · MB Advisors CPA Inc.'s MB Advisors CPA Inc. 401(k) Profit Sharing Plan & Trust held $2.9M in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

People on this filing

Raymond F Bilinski Jr. signed MB Advisors CPA Inc.'s 2024 Form 5500 as plan administrator.

Raymond F Bilinski Jr. — 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

MB Advisors CPA Inc.'s EIN is 46-0653554.

EIN 46-0653554

Plan number 001

Plan year 2024

ACK ID 20250513120819NAL0018072673001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for MB Advisors CPA Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

MB Advisors CPA Inc.'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 MB ADVISORS CPA INC.

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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

Knocking points off