How big is Stratton & Miller CPAS, LLC's plan?

Stratton & Miller CPAS, LLC's plan reported $152K in assets and 2 participants for 2022.

Original filing (PDF)20230830140119NAL0006101793001

Stratton & Miller CPAS, LLC

Name: Stratton & Miller CPAS, LLC — B2A CPA Retirement, Form 5500 (2022)
Creator: Stratton & Miller CPAS, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

B2A CPA Retirement Plan

401(k) retirement plan · Stratton & Miller CPAS, LLC's B2A CPA Retirement Plan held $152K in plan assets for 2 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$152K

Net assets (EOY)

$152K

People on this filing

William Miller signed Stratton & Miller CPAS, LLC's 2022 Form 5500 as plan administrator.

William Miller — 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

Stratton & Miller CPAS, LLC's EIN is 81-1010413.

EIN 81-1010413

Plan number 001

Plan year 2022

ACK ID 20230830140119NAL0006101793001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Stratton & Miller CPAS, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Stratton & Miller CPAS, LLC'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 STRATTON & MILLER CPAS, LLC.

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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 (89th percentile).

Plan sponsor

Name

STRATTON & MILLER CPAS, LLC

EIN

all filings

Address

1231 SOUTH WAGONEER ROAD · SARATOGA SPRINGS, UT · 84045

Phone

(801) 872-9470

Industry

CPA Offices· Professional & Technical Services

Plan administrator