How big is Accounting 4 Success, PC's plan?

Accounting 4 Success, PC's plan reported $1.4M in assets and 10 participants for 2024.

Original filing (PDF)20250429154026NAL0000975536001

Accounting 4 Success, PC

Name: Accounting 4 Success, PC — Accounting 4 Success, PC, Form 5500 (2024)
Creator: Accounting 4 Success, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Accounting 4 Success, PC 401(k) Plan

401(k) retirement plan · Accounting 4 Success, PC's Accounting 4 Success, PC 401(k) Plan held $1.4M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Aimee Schwartzwalter signed Accounting 4 Success, PC's 2024 Form 5500 as plan administrator.

Aimee Schwartzwalter — Plan Administrator — Form 5500 signer
Jamie Passanante — Employer / Plan Sponsor — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Accounting 4 Success, PC's EIN is 47-2590304.

EIN 47-2590304

Plan number 001

Plan year 2024

ACK ID 20250429154026NAL0000975536001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Accounting 4 Success, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Accounting 4 Success, PC'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 ACCOUNTING 4 SUCCESS, PC.

Finding similar companies…

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

Knocking points off