Original filing (PDF)20250526110140NAL0005243841001

JD CPA PC

Name: JD CPA PC — Form 5500 (2024)
Creator: JD CPA PC

Form 5500-SF

FILING_RECEIVED

JD CPA PC

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$136K

Net assets (EOY)

$136K

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.

Decision-maker contacts

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

Plan sponsor

Name

JD CPA PC

EIN

81-5130099all filings

Address

38 BRANDY LN · WAPPINGERS FALLS, NY · 12590

Phone

(845) 217-3312

Industry

Professional & Technical Servicessee all

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

2025-05-26

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 Professional & Technical Services plans

CROSS BORDER TAX & ACCOUNTING LP

CROSS BORDER TAX & ACCOUNTING 401(K) PROFIT SHARING PLAN & TRU

$136K · 8 participants

CANE ENTERPRISES INC

$136K · 9 participants

T G ADVISORS, PLLC

T G ADVISORS 401(K) PLAN

$135K · 4 participants

EWM TAX SOLUTIONS, LLC

EWM TAX SOLUTIONS, LLC 401(K) PLAN

$134K · 5 participants

INVESTOR FRIENDLY CPA, LLC

INVESTOR FRIENDLY CPA 401(K) PLAN

$134K · 9 participants

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.