How big is Brian Willard CPA, Inc.'s plan?

Brian Willard CPA, Inc.'s plan reported $1.1M in assets and 12 participants for 2024.

Original filing (PDF)20250727104944NAL0000292147001

Brian Willard CPA, Inc.

Name: Brian Willard CPA, Inc. — Brian Willard CPA 401(k), Form 5500 (2024)
Creator: Brian Willard CPA, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Brian Willard CPA 401(k) Plan

401(k) retirement plan · Brian Willard CPA, Inc.'s Brian Willard CPA 401(k) Plan held $1.1M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan identifiers

Brian Willard CPA, Inc.'s EIN is 47-2726203.

EIN 47-2726203

Plan number 001

Plan year 2024

ACK ID 20250727104944NAL0000292147001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Brian Willard CPA, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Brian Willard CPA, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, 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 BRIAN WILLARD CPA, INC.

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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