How big is Alta CPA Group, LLC's plan?

Alta CPA Group, LLC's plan reported $843K in assets and 20 participants for 2024.

Original filing (PDF)20250730153935NAL0002050467001

Alta CPA Group, LLC

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

Form 5500-SF

FILING_RECEIVED

Alta CPA Group, LLC 401(k) Plan

401(k) retirement plan · Alta CPA Group, LLC's Alta CPA Group, LLC 401(k) Plan held $843K in plan assets for 20 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$843K

Net assets (EOY)

$843K

Plan identifiers

Alta CPA Group, LLC's EIN is 82-1650312.

EIN 82-1650312

Plan number 001

Plan year 2024

ACK ID 20250730153935NAL0002050467001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Alta CPA Group, LLC'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 ALTA CPA GROUP, 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