How big is George Wood CPA LLC's plan?

George Wood CPA LLC's plan reported $540 in assets and 1 participants for 2024.

Original filing (PDF)20250610074153NAL0014586865001

George Wood CPA LLC

Name: George Wood CPA LLC — Custom Accounting Solutions, Form 5500 (2024)
Creator: George Wood CPA LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Custom Accounting Solutions 401(k) Plan

401(k) retirement plan · George Wood CPA LLC's Custom Accounting Solutions 401(k) Plan held $540 in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$540

Net assets (EOY)

$540

People on this filing

Nick Rice signed George Wood CPA LLC's 2024 Form 5500 as plan administrator.

Nick Rice — 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

George Wood CPA LLC's EIN is 84-2334624.

EIN 84-2334624

Plan number 001

Plan year 2024

ACK ID 20250610074153NAL0014586865001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

George Wood CPA LLC'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 GEORGE WOOD CPA LLC.

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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