How big is Sarah Williamson CPA LLC's plan?

Sarah Williamson CPA LLC's plan reported $280K in assets and 5 participants for 2024.

Original filing (PDF)20250729141523NAL0004866592001

Sarah Williamson CPA LLC

Name: Sarah Williamson CPA LLC — Williamson CPA Simple, Form 5500 (2024)
Creator: Sarah Williamson CPA LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Williamson CPA Simple 401(k) Plan

401(k) retirement plan · Sarah Williamson CPA LLC's Williamson CPA Simple 401(k) Plan held $280K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$280K

Net assets (EOY)

$280K

Plan identifiers

Sarah Williamson CPA LLC's EIN is 47-4938197.

EIN 47-4938197

Plan number 001

Plan year 2024

ACK ID 20250729141523NAL0004866592001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Sarah Williamson CPA LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SARAH WILLIAMSON 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