How big is Gary Winston, CPA, SOLE PROP.'s plan?

Gary Winston, CPA, SOLE PROP.'s plan reported $3.5M in assets and 2 participants for 2024.

Original filing (PDF)20251015161823NAL0010260162001

Gary Winston, CPA, SOLE PROP.

Name: Gary Winston, CPA, SOLE PROP. — Gary Winston, CPA, Form 5500 (2024)
Creator: Gary Winston, CPA, SOLE PROP.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Gary Winston, CPA, SOLE PROP. Defined Benefit Pension Plan

Defined-benefit pension plan · Gary Winston, CPA, SOLE PROP.'s Gary Winston, CPA, SOLE PROP. Defined Benefit Pension Plan held $3.5M in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

Plan identifiers

Gary Winston, CPA, SOLE PROP.'s EIN is 68-0080130.

EIN 68-0080130

Plan number 001

Plan year 2024

ACK ID 20251015161823NAL0010260162001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Gary Winston, CPA, SOLE PROP. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Gary Winston, CPA, SOLE PROP.'s plan includes a defined-benefit pension formula.

Decision-maker contacts

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

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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 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