How big is Sam White CPA & Associates, PLLC's plan?

Sam White CPA & Associates, PLLC's plan reported $1.7M in assets and 12 participants for 2024.

Original filing (PDF)20251015155223NAL0010154562001

Sam White CPA & Associates, PLLC

Name: Sam White CPA & Associates, PLLC — Sam White CPA &, Form 5500 (2024)
Creator: Sam White CPA & Associates, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sam White CPA & Associates, PLLC 401(k) Plan

401(k) retirement plan · Sam White CPA & Associates, PLLC's Sam White CPA & Associates, PLLC 401(k) Plan held $1.7M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

Sam White signed Sam White CPA & Associates, PLLC's 2024 Form 5500 as plan administrator.

Sam White — 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

Sam White CPA & Associates, PLLC's EIN is 83-2360879.

EIN 83-2360879

Plan number 001

Plan year 2024

ACK ID 20251015155223NAL0010154562001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sam White CPA & Associates, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sam White CPA & Associates, PLLC'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 SAM WHITE CPA & ASSOCIATES, PLLC.

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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