How big is TOBI LI Marshall CPA, APC's plan?

TOBI LI Marshall CPA, APC's plan reported $382K in assets and 2 participants for 2024.

Original filing (PDF)20251002165437NAL0000734145001

TOBI LI Marshall CPA, APC

Name: TOBI LI Marshall CPA, APC — TOBI LI Marshall CPA, Form 5500 (2024)
Creator: TOBI LI Marshall CPA, APC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

TOBI LI Marshall CPA, APC Defined Benefit Pension Plan

Defined-benefit pension plan · TOBI LI Marshall CPA, APC's TOBI LI Marshall CPA, APC Defined Benefit Pension Plan held $382K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$382K

Net assets (EOY)

$382K

Plan identifiers

TOBI LI Marshall CPA, APC's EIN is 83-0662785.

EIN 83-0662785

Plan number 001

Plan year 2024

ACK ID 20251002165437NAL0000734145001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for TOBI LI Marshall CPA, APC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

TOBI LI Marshall CPA, APC's plan includes a defined-benefit pension formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TOBI LI MARSHALL CPA, APC.

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score