How big is Robert J. Baltes DBA Baltes & Associates, CPA'S' plan?

Robert J. Baltes DBA Baltes & Associates, CPA'S' plan reported $3.3M in assets and 11 participants for 2024.

Original filing (PDF)20251013204922NAL0000942787001

Robert J. Baltes DBA Baltes & Associates, CPA'S

Name: Robert J. Baltes DBA Baltes & Associates, CPA'S — Form 5500 Plan 001 (2024)
Creator: Robert J. Baltes DBA Baltes & Associates, CPA'S
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Robert J. Baltes, C.P.A., C.V.A. 401(k) Plan

401(k) retirement plan · Robert J. Baltes DBA Baltes & Associates, CPA'S' Robert J. Baltes, C.P.A., C.V.A. 401(k) Plan held $3.3M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

Plan identifiers

Robert J. Baltes DBA Baltes & Associates, CPA'S' EIN is 81-0573816.

EIN 81-0573816

Plan number 001

Plan year 2024

ACK ID 20251013204922NAL0000942787001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Robert J. Baltes DBA Baltes & Associates, CPA'S from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Robert J. Baltes DBA Baltes & Associates, CPA'S' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROBERT J. BALTES DBA BALTES & ASSOCIATES, CPA'S.

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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 (91st percentile).

Plan sponsor

Name

ROBERT J. BALTES DBA BALTES & ASSOCIATES, CPA'S

EIN

all filings

Address

41990 COOK ST., BLDG. J, · SUITE 902 · PALM DESERT, CA · 92211

Phone

(760) 568-1776

Industry

CPA Offices· Professional & Technical Services

Plan administrator