How big is WMBO CPA Group, LLC's plan?

WMBO CPA Group, LLC's plan reported $949K in assets and 17 participants for 2024.

Original filing (PDF)20251002155443NAL0000686737001

WMBO CPA Group, LLC

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

Form 5500-SF

FILING_RECEIVED

WMBO CPA Group, LLC 401(k) Plan

401(k) retirement plan · WMBO CPA Group, LLC's WMBO CPA Group, LLC 401(k) Plan held $949K in plan assets for 17 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$949K

Net assets (EOY)

$949K

People on this filing

Pablo Castanon signed WMBO CPA Group, LLC's 2024 Form 5500 as plan administrator.

Pablo Castanon — 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

WMBO CPA Group, LLC's EIN is 58-1809384.

EIN 58-1809384

Plan number 001

Plan year 2024

ACK ID 20251002155443NAL0000686737001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

WMBO CPA Group, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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