How big is Modern CPAS, Inc.'s plan?

Modern CPAS, Inc.'s plan reported $41K in assets and 6 participants for 2024.

Original filing (PDF)20250718110104NAL0001638465001

Modern CPAS, Inc.

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

Form 5500-SF

FILING_RECEIVED

Modern CPAS, Inc. 401(k) Plan

401(k) retirement plan · Modern CPAS, Inc.'s Modern CPAS, Inc. 401(k) Plan held $41K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$41K

Net assets (EOY)

$41K

People on this filing

Marcus Bowie signed Modern CPAS, Inc.'s 2024 Form 5500 as plan administrator.

Marcus Bowie — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Modern CPAS, Inc.'s EIN is 82-2862459.

EIN 82-2862459

Plan number 001

Plan year 2024

ACK ID 20250718110104NAL0001638465001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Modern CPAS, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Modern CPAS, Inc.'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 MODERN CPAS, INC..

Finding similar companies…

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

Helping the score