How big is Affinitycpa, P.A.'s plan?

Affinitycpa, P.A.'s plan reported $199K in assets and 4 participants for 2024.

Original filing (PDF)20250714190431NAL0001412433001

Affinitycpa, P.A.

Name: Affinitycpa, P.A. — Affinitycpa, P.A. 401(k) Plan, Form 5500 (2024)
Creator: Affinitycpa, P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Affinitycpa, P.A. 401(k) Plan

401(k) retirement plan · Affinitycpa, P.A.'s Affinitycpa, P.A. 401(k) Plan held $199K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$199K

Net assets (EOY)

$199K

Plan identifiers

Affinitycpa, P.A.'s EIN is 81-4813548.

EIN 81-4813548

Plan number 001

Plan year 2024

ACK ID 20250714190431NAL0001412433001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Affinitycpa, P.A. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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

Knocking points off