How big is Boulder Valley CPAS PC's plan?

Boulder Valley CPAS PC's plan reported $162K in assets and 7 participants for 2023.

Original filing (PDF)20240919171305NAL0008714192001

Boulder Valley CPAS PC

Name: Boulder Valley CPAS PC — Boulder Valley CPAS PC, Form 5500 (2023)
Creator: Boulder Valley CPAS PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Boulder Valley CPAS PC Retirement Trust

401(k) retirement plan · Boulder Valley CPAS PC's Boulder Valley CPAS PC Retirement Trust held $162K in plan assets for 7 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$162K

Net assets (EOY)

$162K

People on this filing

Plan Sponsor signed Boulder Valley CPAS PC's 2023 Form 5500 as plan administrator.

Plan Sponsor — 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

Boulder Valley CPAS PC's EIN is 46-0871470.

EIN 46-0871470

Plan number 001

Plan year 2023

ACK ID 20240919171305NAL0008714192001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Boulder Valley CPAS PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Boulder Valley CPAS 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 BOULDER VALLEY CPAS PC.

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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