How big is TGCS CPAS' plan?

TGCS CPAS' plan reported $175K in assets and 8 participants for 2024.

Original filing (PDF)20251010113029NAL0007616593001

TGCS CPAS

Name: TGCS CPAS — TGCS CPAS 401(k) Plan, Form 5500 (2024)
Creator: TGCS CPAS
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

TGCS CPAS 401(k) Plan

Defined-contribution retirement plan · TGCS CPAS' TGCS CPAS 401(k) Plan held $175K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$175K

Net assets (EOY)

$175K

People on this filing

Richard Tatum signed TGCS CPAS' 2024 Form 5500 as plan administrator.

Richard Tatum — 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

TGCS CPAS' EIN is 47-3405952.

EIN 47-3405952

Plan number 001

Plan year 2024

ACK ID 20251010113029NAL0007616593001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for TGCS CPAS from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

TGCS CPAS' plan includes ERISA 404(c) participant direction, 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 TGCS CPAS.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

TGCS CPAS

EIN

all filings

Address

1800 E LAMBERT RD. STE. 150 · BREA, CA · 92821

Phone

(714) 209-2978

Industry

CPA Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-10

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2H · Partial participant-directed accounts

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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