How big is Wright CPA Group, P.A.'s plan?

Wright CPA Group, P.A.'s plan reported $1.0M in assets and 13 participants for 2024.

Original filing (PDF)20250605134057NAL0009191859001

Wright CPA Group, P.A.

Name: Wright CPA Group, P.A. — Wright CPA Group, P.A., Form 5500 (2024)
Creator: Wright CPA Group, P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wright CPA Group, P.A. Retirement Plan

401(k) retirement plan · Wright CPA Group, P.A.'s Wright CPA Group, P.A. Retirement Plan held $1.0M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

Plan identifiers

Wright CPA Group, P.A.'s EIN is 48-0941858.

EIN 48-0941858

Plan number 002

Plan year 2024

ACK ID 20250605134057NAL0009191859001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wright CPA Group, P.A. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wright CPA Group, P.A.'s plan includes profit-sharing, 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 WRIGHT CPA GROUP, P.A..

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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