How big is GW CPA LLP's plan?

GW CPA LLP's plan reported $7.1M in assets and 13 participants for 2024.

Original filing (PDF)20251021103218NAL0000757123001

GW CPA LLP

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

Form 5500-SF

FILING_RECEIVED

GW CPA, LLP 401(k) Plan

401(k) retirement plan · GW CPA LLP's GW CPA, LLP 401(k) Plan held $7.1M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.1M

Net assets (EOY)

$7.1M

Plan identifiers

GW CPA LLP's EIN is 53-0261442.

EIN 53-0261442

Plan number 001

Plan year 2024

ACK ID 20251021103218NAL0000757123001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

GW CPA LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GW CPA LLP.

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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.
High average account balance (90th percentile).

Plan sponsor

Name

GW CPA LLP

EIN

all filings

Address

995 NORTH PRINCE FREDERICK BLVD · SUITE 202 · PRINCE FREDERICK, MD · 20678

Phone

(301) 599-9666

Industry

CPA Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2025-10-21

Pension benefit codes

2E · Profit-sharing

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

2F · ERISA section 404(c)

2J · 401(k) feature

2G · Total participant-directed accounts

2K · 401(m) arrangement

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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