How big is Carter Cook, CPAS, PLLC's plan?

Carter Cook, CPAS, PLLC's plan reported $278K in assets and 13 participants for 2025.

Original filing (PDF)20260424220233NAL0003441795043

Carter Cook, CPAS, PLLC

Name: Carter Cook, CPAS, PLLC — Carter Cook CPAS 401(k), Form 5500 (2025)
Creator: Carter Cook, CPAS, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Carter Cook CPAS 401(k) Plan

401(k) retirement plan · Carter Cook, CPAS, PLLC's Carter Cook CPAS 401(k) Plan held $278K in plan assets for 13 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$278K

Net assets (EOY)

$278K

People on this filing

Elantha Barry signed Carter Cook, CPAS, PLLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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

Carter Cook, CPAS, PLLC's EIN is 84-2033889.

EIN 84-2033889

Plan number 001

Plan year 2025

ACK ID 20260424220233NAL0003441795043

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Carter Cook, CPAS, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Carter Cook, CPAS, PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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