How big is AB CPA Inc.'s plan?

AB CPA Inc.'s plan reported $212K in assets and 4 participants for 2024.

Original filing (PDF)20250710204111NAL0004279763001

AB CPA Inc.

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

Form 5500-SF

FILING_RECEIVED

AB CPA, Inc. 401(k) Plan

401(k) retirement plan · AB CPA Inc.'s AB CPA, Inc. 401(k) Plan held $212K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$212K

Net assets (EOY)

$212K

People on this filing

Anthony Barone signed AB CPA Inc.'s 2024 Form 5500 as plan administrator.

Anthony Barone — 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

AB CPA Inc.'s EIN is 81-4215728.

EIN 81-4215728

Plan number 001

Plan year 2024

ACK ID 20250710204111NAL0004279763001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Finding similar companies…

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (89th percentile).

Plan sponsor

Name

AB CPA INC

EIN

all filings

Address

9944 S ROBERTS RD · PALOS HILLS, IL · 604651690

Phone

(630) 269-1069

Industry

All Other Professional Services· Professional & Technical Services

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

2025-07-10

Pension benefit codes

2E · Profit-sharing

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)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size All Other Professional Services plans

Dr. Ermshar & Associates, Specialized Psychological Services Corp.

Dr. Ermshar & Associates 401(k) Plan

$212K · 1 participants

AB&a TEST Company Inc.

AB&a TEST Company Inc. Retirement Trust

$212K · 3 participants

Barracuda Staffing Inc.

Barracuda Staffing and Consulting 401(k) Plan

$212K · 20 participants

Tobacco Express Smoke Shop LLC

Tobacco Express Smoke Shop LLC 401(k) Profit Sharing Plan & Trust

$213K · 3 participants

Point Bar Review LLC

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.