Original filing (PDF)20250725121149NAL0006604529001

CAPATA CPA

Name: CAPATA CPA — CAPATA, LLP 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: CAPATA CPA

Form 5500-SF

FILING_RECEIVED

CAPATA, LLP 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CAPATA CPA.

Plan sponsor

Name

CAPATA CPA

EIN

81-0734736

Address

5000 BIRCH ST · SUITE 4000 · NEWPORT BEACH, CA · 92660

Phone

(717) 250-1899

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Name

401GO, INC.

EIN

88-3928199

City

WEST JORDAN, UT

Phone

(801) 214-2125

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-25

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2E · Profit-sharing

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

FIDUCIARY WISE, LLC FBO BRIAN J. MACKERT INC

BREAKTHROUGH 401K PLAN FIDUCIARY WISE, LLC

$1.3M · 8 participants

SERAKOS, LTD. 401(K) PLAN

$1.3M · 14 participants

BYLER, WOLF, LUTSCH & KAMPFER, CPA'S, INC.

BYLER, WOLF, LUTSCH & KAMPFER CPA'S, INC. 401(K) PROFIT SHARING PLAN

$1.3M · 8 participants

GOLD RUSH AMUSEMENTS, INC.

GOLD RUSH AMUSEMENTS, INC. 401(K) PLAN

$1.3M · 293 participants

LICHTER, YU AND ASSOCIATES, INC.

LICHTER, YU AND ASSOCIATES, INC. 401(K) P/S PLAN