How big is J&J CPAS LLC's plan?

J&J CPAS LLC's plan reported $1.6M in assets and 12 participants for 2024.

Original filing (PDF)20250605144931NAL0011651617001

J&J CPAS LLC

Name: J&J CPAS LLC — J&J CPAS, LLC 401(k), Form 5500 (2024)
Creator: J&J CPAS LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

J&J CPAS, LLC 401(k)

401(k) retirement plan · J&J CPAS LLC's J&J CPAS, LLC 401(k) held $1.6M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

Patricia Earhart signed J&J CPAS LLC's 2024 Form 5500 as plan administrator.

Patricia Earhart — 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

J&J CPAS LLC's EIN is 72-0928605.

EIN 72-0928605

Plan number 001

Plan year 2024

ACK ID 20250605144931NAL0011651617001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for J&J CPAS LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

J&J CPAS LLC's plan includes automatic enrollment, profit-sharing, a 401(k) feature, 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 J&J CPAS LLC.

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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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

J&J CPAS LLC

EIN

all filings

Address

3636 S I-10 SERVICE ROAD WEST · SUITE 303 · METAIRIE, LA · 70001

Phone

(504) 838-2251

Industry

CPA Offices· Professional & Technical Services

Plan administrator