How big is Elements CPA, LLC's plan?

Elements CPA, LLC's plan reported $80K in assets and 2 participants for 2024.

Original filing (PDF)20250626154718NAL0012710048002

Elements CPA, LLC

Name: Elements CPA, LLC — Elements CPA, LLC Retirement, Form 5500 (2024)
Creator: Elements CPA, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Elements CPA, LLC Retirement Trust

401(k) retirement plan · Elements CPA, LLC's Elements CPA, LLC Retirement Trust held $80K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$80K

Net assets (EOY)

$80K

People on this filing

Plan Sponsor signed Elements CPA, LLC's 2024 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

Elements CPA, LLC's EIN is 46-4908017.

EIN 46-4908017

Plan number 001

Plan year 2024

ACK ID 20250626154718NAL0012710048002

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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