How big is Laurel Tree Accounting, LLC's plan?

Laurel Tree Accounting, LLC's plan reported $5K in assets and 3 participants for 2025.

Original filing (PDF)20260428220415NAL0005806611006

Laurel Tree Accounting, LLC

Name: Laurel Tree Accounting, LLC — Laurel Tree Accounting, Form 5500 (2025)
Creator: Laurel Tree Accounting, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Laurel Tree Accounting 401(k) Plan

401(k) retirement plan · Laurel Tree Accounting, LLC's Laurel Tree Accounting 401(k) Plan held $5K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5K

Net assets (EOY)

$5K

Plan identifiers

Laurel Tree Accounting, LLC's EIN is 82-2303201.

EIN 82-2303201

Plan number 001

Plan year 2025

ACK ID 20260428220415NAL0005806611006

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Laurel Tree Accounting, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Laurel Tree Accounting, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LAUREL TREE ACCOUNTING, LLC.

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Plan health score

Above-average plan

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