How big is Capata CPA's plan?

Capata CPA's plan reported $1.3M in assets and 19 participants for 2024.

Original filing (PDF)20250725121149NAL0006604529001

Capata CPA

Name: Capata CPA — Capata, LLP 401(k) Profit Sharing Plan, Form 5500 (2024)
Creator: Capata CPA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Capata, LLP 401(k) Profit Sharing Plan

401(k) retirement plan · Capata CPA's Capata, LLP 401(k) Profit Sharing Plan held $1.3M in plan assets for 19 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan identifiers

Capata CPA's EIN is 81-0734736.

EIN 81-0734736

Plan number 001

Plan year 2024

ACK ID 20250725121149NAL0006604529001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Capata CPA's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.

Decision-maker contacts

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

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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