Original filing (PDF)20251009154258NAL0007229425001

A CPA INC.

Name: A CPA INC. — A CPA, INC. 401(K) PLAN, Form 5500 (2024)
Creator: A CPA INC.

Form 5500-SF

FILING_RECEIVED

A CPA, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$253K

Net assets (EOY)

$253K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Decision-maker contacts

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

Plan sponsor

Name

A CPA INC.

DBA

WEALTHSTONE TAX ADVISORS

EIN

47-1733198all filings

Address

655 METRO PLACE SOUTH · SUITE 600 · DUBLIN, OH · 43017

Phone