How big is JEFF Forrestall, CPA, P.C.'s plan?

JEFF Forrestall, CPA, P.C.'s plan reported $1.1M in assets and 11 participants for 2024.

Original filing (PDF)20251015170016NAL0002785667007

JEFF Forrestall, CPA, P.C.

Name: JEFF Forrestall, CPA, P.C. — The Awesome COOL People, Form 5500 (2024)
Creator: JEFF Forrestall, CPA, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Awesome COOL People Plan 401(k)

401(k) retirement plan · JEFF Forrestall, CPA, P.C.'s The Awesome COOL People Plan 401(k) held $1.1M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

JEFF Forrestall signed JEFF Forrestall, CPA, P.C.'s 2024 Form 5500 as plan administrator.

JEFF Forrestall — 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

JEFF Forrestall, CPA, P.C.'s EIN is 58-2514091.

EIN 58-2514091

Plan number 001

Plan year 2024

ACK ID 20251015170016NAL0002785667007

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

JEFF Forrestall, CPA, P.C.'s plan includes a 401(k) feature, profit-sharing.

Decision-maker contacts

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

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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