Original filing (PDF)20250922113009NAL0012171346001

DOUGLAS & BHAGAT CPA SERVICES, INC

Name: DOUGLAS & BHAGAT CPA SERVICES, INC — DOUGLAS & BHAGAT PROFIT SHARING 401(K) PLAN, Form 5500 (2024)
Creator: DOUGLAS & BHAGAT CPA SERVICES, INC

Form 5500-SF

FILING_RECEIVED

DOUGLAS & BHAGAT PROFIT SHARING 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$681K

Net assets (EOY)

$681K

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.
High average account balance (99th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DOUGLAS & BHAGAT CPA SERVICES, INC.

Plan sponsor

Name

DOUGLAS & BHAGAT CPA SERVICES, INC

EIN

82-5008973all filings

Address

100 E THOUSAND OAKS BLVD SUITE 202 · THOUSAND OAKS, CA · 91360

Phone

(805) 409-7705

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator