How big is CPA Financial Enrichment Group, LLC's plan?

CPA Financial Enrichment Group, LLC's plan reported $822K in assets and 5 participants for 2025.

Original filing (PDF)20260507173424NAL0003879408001

CPA Financial Enrichment Group, LLC

Name: CPA Financial Enrichment Group, LLC — CPA Financial, Form 5500 (2025)
Creator: CPA Financial Enrichment Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CPA Financial Enrichment Group LLC 401(k) Plan

401(k) retirement plan · CPA Financial Enrichment Group, LLC's CPA Financial Enrichment Group LLC 401(k) Plan held $822K in plan assets for 5 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$822K

Net assets (EOY)

$822K

Plan identifiers

CPA Financial Enrichment Group, LLC's EIN is 59-2977986.

EIN 59-2977986

Plan number 001

Plan year 2025

ACK ID 20260507173424NAL0003879408001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for CPA Financial Enrichment Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

CPA Financial Enrichment Group, LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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