How big is Diana M Halenz CPA LLC's plan?

Diana M Halenz CPA LLC's plan reported $25K in assets and 3 participants for 2025.

Original filing (PDF)20260518124658NAL0000096963001

Diana M Halenz CPA LLC

Name: Diana M Halenz CPA LLC — DEEP DIVE Financial 401(k), Form 5500 (2025)
Creator: Diana M Halenz CPA LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

DEEP DIVE Financial 401(k) Plan

401(k) retirement plan · Diana M Halenz CPA LLC's DEEP DIVE Financial 401(k) Plan held $25K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$25K

Net assets (EOY)

$25K

Plan identifiers

Diana M Halenz CPA LLC's EIN is 47-2262919.

EIN 47-2262919

Plan number 001

Plan year 2025

ACK ID 20260518124658NAL0000096963001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Diana M Halenz CPA LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Diana M Halenz CPA LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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