How big is JUN ZHOU CPA, Ltd.'s plan?

JUN ZHOU CPA, Ltd.'s plan reported $471K in assets and 17 participants for 2024.

Original filing (PDF)20250627114110NAL0005308083001

JUN ZHOU CPA, Ltd.

Name: JUN ZHOU CPA, Ltd. — ZHOU Agency, LLC 401(k) Plan, Form 5500 (2024)
Creator: JUN ZHOU CPA, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ZHOU Agency, LLC 401(k) Plan

401(k) retirement plan · JUN ZHOU CPA, Ltd.'s ZHOU Agency, LLC 401(k) Plan held $471K in plan assets for 17 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$471K

Net assets (EOY)

$471K

Plan identifiers

JUN ZHOU CPA, Ltd.'s EIN is 46-3402870.

EIN 46-3402870

Plan number 001

Plan year 2024

ACK ID 20250627114110NAL0005308083001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

JUN ZHOU CPA, Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

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