How big is Wisdom CPA, LLC's plan?

Wisdom CPA, LLC's plan reported $256K in assets and 11 participants for 2024.

Original filing (PDF)20250730162339NAL0005010993001

Wisdom CPA, LLC

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

Form 5500-SF

FILING_RECEIVED

Wisdom CPAS Simple 401(k) Plan

401(k) retirement plan · Wisdom CPA, LLC's Wisdom CPAS Simple 401(k) Plan held $256K in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$256K

Net assets (EOY)

$256K

Plan identifiers

Wisdom CPA, LLC's EIN is 82-1234368.

EIN 82-1234368

Plan number 001

Plan year 2024

ACK ID 20250730162339NAL0005010993001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Wisdom CPA, LLC's plan includes 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 WISDOM CPA, 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