Original filing (PDF)20251008110454NAL0009620064001

AFS CPA GROUP,LLC

Name: AFS CPA GROUP,LLC — AFS RETIREMENT PLAN, Form 5500 (2024)
Creator: AFS CPA GROUP,LLC

Form 5500-SF

FILING_RECEIVED

AFS RETIREMENT PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$20K

Net assets (EOY)

$20K

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.

Decision-maker contacts

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

Plan sponsor

Name

AFS CPA GROUP,LLC

EIN

66-0794081all filings

Address

PO BOX 1314 · GURABO, PR · 00778

Phone

(787) 653-5358

Industry

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

2025-10-08

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

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