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

AFS CPA Group,LLC's plan reported $20K in assets and 5 participants for 2024.

Original filing (PDF)20251008110454NAL0009620064001

AFS CPA Group,LLC

Name: AFS CPA Group,LLC — AFS Retirement Plan, Form 5500 (2024)
Creator: AFS CPA Group,LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

AFS Retirement Plan

Defined-contribution retirement plan · AFS CPA Group,LLC's AFS Retirement Plan held $20K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$20K

Net assets (EOY)

$20K

People on this filing

Antonio Secola signed AFS CPA Group,LLC's 2024 Form 5500 as plan administrator.

Antonio Secola — 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

AFS CPA Group,LLC's EIN is 66-0794081.

EIN 66-0794081

Plan number 001

Plan year 2024

ACK ID 20251008110454NAL0009620064001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

AFS CPA Group,LLC's plan includes profit-sharing, automatic enrollment, 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 AFS CPA GROUP,LLC.

Finding similar companies…

Plan health score

Above-average plan

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

AFS CPA GROUP,LLC

EIN

all filings

Address

PO BOX 1314 · GURABO, PR · 00778

Phone

(787) 653-5358

Industry

Professional & Technical Services

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

2025-10-08

Pension benefit codes

2E · Profit-sharing

2S · Automatic enrollment

2G · Total participant-directed accounts

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

3C · Not intended to be qualified

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

DE MELO LLC

DE MELO LLC 401(k) Plan

$20K · 5 participants

TVN Advisors LLP

TVN Advisors LLP 401(k) Plan

$20K · 6 participants

Brainstorm Business Services LLC

Brainstorm 401(k) Plan

$20K · 3 participants

BUSH Ramlow & Shore PC

BUSH Ramlow & Shore PC MCF Benefit Plan

$20K · 7 participants

BUSY BEE Advisors

BUSY BEE Advisors 401(k) Plan

$20K · 11 participants

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.