How big is My CPA, PA's plan?

My CPA, PA's plan reported $277K in assets and 12 participants for 2025.

Original filing (PDF)20260316094215NAL0001011091001

My CPA, PA

Name: My CPA, PA — My CPA PA 401(k) Plan, Form 5500 (2025)
Creator: My CPA, PA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

My CPA PA 401(k) Plan

401(k) retirement plan · My CPA, PA's My CPA PA 401(k) Plan held $277K in plan assets for 12 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$277K

Net assets (EOY)

$277K

Plan identifiers

My CPA, PA's EIN is 65-1136446.

EIN 65-1136446

Plan number 001

Plan year 2025

ACK ID 20260316094215NAL0001011091001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for My CPA, PA from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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.

Plan sponsor

Name

MY CPA, PA

EIN

all filings

Address

1700 SOUTH DIXIE HIGHWAY, SUITE 400 · BOCA RATON, FL · 33432

Phone

(954) 834-0414

Industry

CPA Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-03-16

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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