How big is Circle West Architects, P.C.'s plan?

Circle West Architects, P.C.'s plan reported $576K in assets and 5 participants for 2023.

Original filing (PDF)20241009111427NAL0019066209001

Circle West Architects, P.C.

Name: Circle West Architects, P.C. — Circle West, Form 5500 (2023)
Creator: Circle West Architects, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Circle West Architects, PC Savings & Retirement Plan

401(k) retirement plan · Circle West Architects, P.C.'s Circle West Architects, PC Savings & Retirement Plan held $576K in plan assets for 5 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$576K

Net assets (EOY)

$576K

Plan identifiers

Circle West Architects, P.C.'s EIN is 84-1205117.

EIN 84-1205117

Plan number 001

Plan year 2023

ACK ID 20241009111427NAL0019066209001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Circle West Architects, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Circle West Architects, P.C.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CIRCLE WEST ARCHITECTS, 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

CIRCLE WEST ARCHITECTS, P.C.

EIN

all filings

Address

500 THOMAS ROAD, SUITE 2C · PHOENIX, AZ · 85012

Phone

(480) 609-1000

Industry

Professional & Technical Services

Plan administrator