Original filing (PDF)20250428161812NAL0028736946001

ORIGIN CPA GROUP, A PROFESSIONAL CORPORATION

Name: ORIGIN CPA GROUP, A PROFESSIONAL CORPORATION — ORIGIN CPA GROUP, A PROFESSIONAL CORPORATION EMPLOYEES SAVINGS TRUST, Form 5500 (2024)
Creator: ORIGIN CPA GROUP, A PROFESSIONAL CORPORATION

Form 5500-SF

FILING_RECEIVED

ORIGIN CPA GROUP, A PROFESSIONAL CORPORATION EMPLOYEES SAVINGS TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.6M

Net assets (EOY)

$5.6M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ORIGIN CPA GROUP, A PROFESSIONAL CORPORATION.

Plan sponsor

Name

ORIGIN CPA GROUP, A PROFESSIONAL CORPORATION

EIN

84-0960772

Address

932 MAIN STREET · LOUISVILLE, CO · 80027

Phone

(303) 444-2240

Industry

CPA Offices· Professional & Technical Servicessee all

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

2025-04-28

Pension benefit codes

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

EADIE AND PAYNE, LLP

EADIE AND PAYNE LLP, 401K PLAN

$5.6M · 24 participants

HAGA KOMMER, LTD

HAGA KOMMER LTD 401(K) PLAN

$5.6M · 106 participants

ROSENFELT, SIEGEL & GOLDBERG, P.C.

ROSENFELT, SIEGEL & GOLDBERG, P.C. 401K PROFIT SHARING PLAN

$5.6M · 6 participants

LEED CORPORATE SERVICES, INC.

LEED CORPORATE SERVICES, INC. 401(K) PROFIT SHARING PLAN

$5.6M · 87 participants

LEINENWEBER AND ASSOCIATES, CPA'S, INC.

LEINENWEBER AND ASSOCIATES RETIREMENT PLAN