How big is Unify CPAS PC's plan?

Unify CPAS PC's plan reported $6.1M in assets and 33 participants for 2024.

Original filing (PDF)20251002190940NAL0000829681001

Unify CPAS PC

Name: Unify CPAS PC — Unify CPAS PC Retirement Trust, Form 5500 (2024)
Creator: Unify CPAS PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Unify CPAS PC Retirement Trust

401(k) retirement plan · Unify CPAS PC's Unify CPAS PC Retirement Trust held $6.1M in plan assets for 33 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.1M

Net assets (EOY)

$6.1M

Plan identifiers

Unify CPAS PC's EIN is 84-1070514.

EIN 84-1070514

Plan number 001

Plan year 2024

ACK ID 20251002190940NAL0000829681001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Unify CPAS PC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for UNIFY CPAS PC.

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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