How big is Jim Gilbert, CPA LLC's plan?

Jim Gilbert, CPA LLC's plan reported $150K in assets and 5 participants for 2024.

Original filing (PDF)20250718101822NAL0001571505001

Jim Gilbert, CPA LLC

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

Form 5500-SF

FILING_RECEIVED

Jim Gilbert, CPA 401(k) Plan

401(k) retirement plan · Jim Gilbert, CPA LLC's Jim Gilbert, CPA 401(k) Plan held $150K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$150K

Net assets (EOY)

$150K

People on this filing

Marcus Bowie signed Jim Gilbert, CPA LLC's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Jim Gilbert, CPA LLC's EIN is 47-2280718.

EIN 47-2280718

Plan number 001

Plan year 2024

ACK ID 20250718101822NAL0001571505001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Jim Gilbert, CPA LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 JIM GILBERT, 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