Original filing (PDF)20250317100557NAL0001498913001

Joe Wright, CPA, PLLC

Name: Joe Wright, CPA, PLLC — Joe Wright, CPA, PLLC 401(k), Form 5500 (2024)
Creator: Joe Wright, CPA, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Joe Wright, CPA, PLLC 401(k) Plan

401(k) retirement plan · Joe Wright, CPA, PLLC's Joe Wright, CPA, PLLC 401(k) Plan filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Joe Wright, CPA, PLLC's EIN is 46-3591092.

EIN 46-3591092

Plan number 001

Plan year 2024

ACK ID 20250317100557NAL0001498913001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Joe Wright, CPA, PLLC's plan includes ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

JOE WRIGHT, CPA, PLLC

EIN

all filings

Address

109-A EAST MOUNTAIN STREET · KERNERSVILLE, NC · 27284

Phone

(336) 759-0300

Industry

CPA Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-03-17

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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