Original filing (PDF)20250717153244NAL0000279763001

CLARKE CPA & ADVISORS LLC

Name: CLARKE CPA & ADVISORS LLC — CLARKE CPA & ADVISORS LLC 401(K) PLAN, Form 5500 (2024)
Creator: CLARKE CPA & ADVISORS LLC

Form 5500-SF

FILING_RECEIVED

CLARKE CPA & ADVISORS LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$10K

Net assets (EOY)

$10K

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

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 CLARKE CPA & ADVISORS LLC.

Plan sponsor

Name

CLARKE CPA & ADVISORS LLC

EIN

82-3393750all filings

Address

1718 PEACHTREE ST NW SUITE 1096 · ATLANTA, GA · 30309

Phone

(404) 772-7792

Industry

CPA Offices· 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

2025-07-17

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

EVOLUTION ACCOUNTING & CONSULTING, LLC

EVOLUTION ACCOUNTING & CONSULTING, LLC 401(K) PLAN

$10K · 9 participants

BOBBI D CLARK CPA LLC

BOBBI D CLARK CPA LLC MCF BENEFIT PLAN

$10K · 2 participants

LAVELLE & ASSOCIATES, INC.

LAVELLE & ASSOCIATES, INC. 401(K) PLAN

$11K · 1 participants

LENA WASHKE ACCOUNTING SERVICES, INC. DBA TIMBERLINE ACCOUNTING

TIMBERLINE ACCOUNTING 401(K) PLAN

$11K · 7 participants

FLOR A. MAYORAL MD., PA

FLOR A. MAYORAL MD., PA GHT BENEFIT PLAN

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