How big is BG Advisors CPA's plan?

BG Advisors CPA's plan reported $223K in assets and 16 participants for 2024.

Original filing (PDF)20250802083534NAL0007787057001

BG Advisors CPA

Name: BG Advisors CPA — BG Advisors CPA 401(k) and Profit, Form 5500 (2024)
Creator: BG Advisors CPA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

BG Advisors CPA 401(k) and Profit Sharing Plan

401(k) retirement plan · BG Advisors CPA's BG Advisors CPA 401(k) and Profit Sharing Plan held $223K in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$223K

Net assets (EOY)

$223K

People on this filing

Sachin Gandhi signed BG Advisors CPA's 2024 Form 5500 as plan administrator.

Sachin Gandhi — 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

BG Advisors CPA's EIN is 82-4176202.

EIN 82-4176202

Plan number 001

Plan year 2024

ACK ID 20250802083534NAL0007787057001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

BG Advisors CPA'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 BG ADVISORS CPA.

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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

Knocking points off