Original filing (PDF)20250620123543NAL0002283491001

WATERS CPA GROUP,P.A.

Name: WATERS CPA GROUP,P.A. — WATERS CPA GROUP PA 401 K PROFIT SHARING PLAN, Form 5500 (2024)
Creator: WATERS CPA GROUP,P.A.

Form 5500-SF

FILING_RECEIVED

WATERS CPA GROUP PA 401 K PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

WATERS CPA GROUP,P.A.

EIN

59-3204236

Address

12195 W LINEBAUGH AVE · TAMPA, FL · 336261732

Phone

(813) 855-4461

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-20

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

2A · Age/service weighted or new comparability

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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