How big is Bell CPA LLC's plan?

Bell CPA LLC's plan reported $44K in assets and 8 participants for 2024.

Original filing (PDF)20250422222757NAL0004957041055

Bell CPA LLC

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

Form 5500-SF

FILING_RECEIVED

Bell CPA 401(k) Plan

401(k) retirement plan · Bell CPA LLC's Bell CPA 401(k) Plan held $44K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$44K

Net assets (EOY)

$44K

Plan identifiers

Bell CPA LLC's EIN is 47-3868216.

EIN 47-3868216

Plan number 002

Plan year 2024

ACK ID 20250422222757NAL0004957041055

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Bell 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

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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

BELL CPA LLC

EIN

all filings

Address

805 W BATTLEFIELD ST · SPRINGFIELD, MO · 65807

Phone

(417) 882-0752

Industry

CPA Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-22

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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