Original filing (PDF)20250731160632NAL0013735282001

DAVID POPARAD, CPA, P.A.

Name: DAVID POPARAD, CPA, P.A. — POPARAD ADVISORS 401(K) PLAN, Form 5500 (2024)
Creator: DAVID POPARAD, CPA, P.A.

Form 5500-SF

FILING_RECEIVED

POPARAD ADVISORS 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$473K

Net assets (EOY)

$473K

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.

Decision-maker contacts

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

Plan sponsor

Name

DAVID POPARAD, CPA, P.A.

EIN

81-0896994all filings

Address

1705 EDGEWATER DRIVE · #540311 · ORLANDO, FL · 32854

Phone

(407) 789-1262

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-31

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)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

WAYMARK ADVISORS, LLC

WAYMARK ADVISORS, LLC 401(K) PLAN

$473K · 7 participants

DAVIS FINANCIAL GROUP

DAVIS FINANCIAL GROUP 401(K) PROFIT SHARING PLAN

$473K · 6 participants

JOHNSON LAWDAHL ENDRES, PLLC

JOHNSON LAWDAHL, PLLC 401(K) PROFIT SHARING PLAN

$472K · 2 participants

JOHN E MIELKE JR PC

JOHN E. MIELKE, JR., P.C.

$472K · 1 participants

DANIEL L. JONES AND ASSOCIATES

DANIEL L. JONES 401(K) & PROFIT SHARING PLAN

$474K · 11 participants

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.