How big is Gerald Walsh CPA, LLC's plan?

Gerald Walsh CPA, LLC's plan reported $803K in assets and 5 participants for 2024.

Original filing (PDF)20250930100330NAL0029052114001

Gerald Walsh CPA, LLC

Name: Gerald Walsh CPA, LLC — Gerald Walsh CPA, LLC 401(k), Form 5500 (2024)
Creator: Gerald Walsh CPA, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Gerald Walsh CPA, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Gerald Walsh CPA, LLC's Gerald Walsh CPA, LLC 401(k) Profit Sharing Plan held $803K in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$803K

Net assets (EOY)

$803K

People on this filing

Gerald Walsh signed Gerald Walsh CPA, LLC's 2024 Form 5500 as plan administrator.

Gerald Walsh — 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

Gerald Walsh CPA, LLC's EIN is 47-2191223.

EIN 47-2191223

Plan number 001

Plan year 2024

ACK ID 20250930100330NAL0029052114001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Gerald Walsh CPA, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GERALD WALSH 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