Original filing (PDF)20241014084341NAL0013021331001

Fivebridge CPAS and Advisors, LLC

Name: Fivebridge CPAS and Advisors, LLC — Fivebridge CPA, Form 5500 (2023)
Creator: Fivebridge CPAS and Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Fivebridge CPA 401(k) Plan

401(k) retirement plan · Fivebridge CPAS and Advisors, LLC's Fivebridge CPA 401(k) Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

MR. Jonathan Kraes signed Fivebridge CPAS and Advisors, LLC's 2023 Form 5500 as plan administrator.

MR. Jonathan Kraes — 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

Fivebridge CPAS and Advisors, LLC's EIN is 84-3172079.

EIN 84-3172079

Plan number 001

Plan year 2023

ACK ID 20241014084341NAL0013021331001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Fivebridge CPAS and Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FIVEBRIDGE CPAS AND ADVISORS, 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score