How big is Boulder CPA Group, P.C.'s plan?

Boulder CPA Group, P.C.'s plan reported $4.9M in assets and 14 participants for 2024.

Original filing (PDF)20251015085401NAL0008724546001

Boulder CPA Group, P.C.

Name: Boulder CPA Group, P.C. — Boulder CPA Group, P.C., Form 5500 (2024)
Creator: Boulder CPA Group, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Boulder CPA Group, P.C. 401(k) Plan

401(k) retirement plan · Boulder CPA Group, P.C.'s Boulder CPA Group, P.C. 401(k) Plan held $4.9M in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.9M

Net assets (EOY)

$4.9M

People on this filing

Nancy Carter signed Boulder CPA Group, P.C.'s 2024 Form 5500 as plan administrator.

Nancy Carter — 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

Boulder CPA Group, P.C.'s EIN is 83-1352780.

EIN 83-1352780

Plan number 001

Plan year 2024

ACK ID 20251015085401NAL0008724546001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Boulder CPA Group, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Boulder CPA Group, P.C.'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 BOULDER CPA GROUP, P.C..

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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

Helping the score