How big is HG CPAS, LLC's plan?

HG CPAS, LLC's plan reported $719K in assets and 7 participants for 2024.

Original filing (PDF)20250908154200NAL0041324514001

HG CPAS, LLC

Name: HG CPAS, LLC — HG CPAS, LLC 401(k) Plan, Form 5500 (2024)
Creator: HG CPAS, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

HG CPAS, LLC 401(k) Plan

401(k) retirement plan · HG CPAS, LLC's HG CPAS, LLC 401(k) Plan held $719K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$719K

Net assets (EOY)

$719K

People on this filing

JAKE Butcher signed HG CPAS, LLC's 2024 Form 5500 as plan administrator.

JAKE Butcher — 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

HG CPAS, LLC's EIN is 83-2556069.

EIN 83-2556069

Plan number 002

Plan year 2024

ACK ID 20250908154200NAL0041324514001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for HG CPAS, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

HG CPAS, LLC'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 HG CPAS, LLC.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (88th percentile).

Plan sponsor

Name

HG CPAS, LLC

EIN

all filings

Address

6116 HARRISON AVE · CINCINNATI, OH · 45247

Phone

(513) 277-0912

Industry

CPA Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-08

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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