How big is Cowee CPA, Ltd.'s plan?

Cowee CPA, Ltd.'s plan reported $155K in assets and 3 participants for 2024.

Original filing (PDF)20250626133047NAL0021528562001

Cowee CPA, Ltd.

Name: Cowee CPA, Ltd. — Cowee CPA, Ltd. Retirement Trust, Form 5500 (2024)
Creator: Cowee CPA, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cowee CPA, Ltd. Retirement Trust

401(k) retirement plan · Cowee CPA, Ltd.'s Cowee CPA, Ltd. Retirement Trust held $155K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$155K

Net assets (EOY)

$155K

People on this filing

Plan Sponsor signed Cowee CPA, Ltd.'s 2024 Form 5500 as plan administrator.

Plan Sponsor — 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

Cowee CPA, Ltd.'s EIN is 81-0997229.

EIN 81-0997229

Plan number 001

Plan year 2024

ACK ID 20250626133047NAL0021528562001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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