How big is Element CPA PC's plan?

Element CPA PC's plan reported $300K in assets and 9 participants for 2024.

Original filing (PDF)20250919073835NAL0002400304001

Element CPA PC

Name: Element CPA PC — Element CPA PC 401(k) Plan, Form 5500 (2024)
Creator: Element CPA PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Element CPA PC 401(k) Plan

401(k) retirement plan · Element CPA PC's Element CPA PC 401(k) Plan held $300K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$300K

Net assets (EOY)

$300K

Plan identifiers

Element CPA PC's EIN is 84-1983035.

EIN 84-1983035

Plan number 001

Plan year 2024

ACK ID 20250919073835NAL0002400304001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Element CPA PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

Finding similar companies…

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.

Plan sponsor

Name

ELEMENT CPA PC

EIN

all filings

Address

692 D1 KIRKWOOD AVE SE · ATLANTA, GA · 30316

Phone

(770) 954-7932

Industry

CPA Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-19

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

Melissa M. Medlock, CPA, PA

Melissa M. Medlock, CPA, PA 401(k) Plan

$300K · 8 participants

Debenonbroussard, LP

Debenonbroussard 401(k) Plan

$301K · 12 participants

Caballero & Associates

Caballero & Associates 401(k) Plan MGD

$301K · 9 participants

Skuncik, & Associates Ltd.

Skuncik & Associates, Ltd. 401(k) Plan

$300K · 5 participants

NYUK K. LING, C.P.A. Inc.

NYUK K. LING, C.P.A. Inc. Cash Balance Plan

$301K · 3 participants

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.