How big is Joseph J Cline CPA's plan?

Joseph J Cline CPA's plan reported $768K in assets and 4 participants for 2024.

Original filing (PDF)20250428144543NAL0008091971001

Joseph J Cline CPA

Name: Joseph J Cline CPA — Joseph J Cline CPA 401(k) Plan, Form 5500 (2024)
Creator: Joseph J Cline CPA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Joseph J Cline CPA 401(k) Plan

Defined-contribution retirement plan · Joseph J Cline CPA's Joseph J Cline CPA 401(k) Plan held $768K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$768K

Net assets (EOY)

$768K

People on this filing

Joseph Cline signed Joseph J Cline CPA's 2024 Form 5500 as plan administrator.

Joseph Cline — 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

Joseph J Cline CPA's EIN is 81-3964431.

EIN 81-3964431

Plan number 003

Plan year 2024

ACK ID 20250428144543NAL0008091971001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Joseph J Cline CPA's plan includes profit-sharing, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JOSEPH J CLINE 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