How big is Tri-State CPAS, Inc.'s plan?

Tri-State CPAS, Inc.'s plan reported $899K in assets and 12 participants for 2024.

Original filing (PDF)20251009195725NAL0016975186004

Tri-State CPAS, Inc.

Name: Tri-State CPAS, Inc. — Tri-State CPAS, Inc. 401(k), Form 5500 (2024)
Creator: Tri-State CPAS, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Tri-State CPAS, Inc. 401(k) Plan

401(k) retirement plan · Tri-State CPAS, Inc.'s Tri-State CPAS, Inc. 401(k) Plan held $899K in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$899K

Net assets (EOY)

$899K

People on this filing

Jeremy J. Schira signed Tri-State CPAS, Inc.'s 2024 Form 5500 as plan administrator.

Jeremy J. Schira — 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

Tri-State CPAS, Inc.'s EIN is 84-3555082.

EIN 84-3555082

Plan number 003

Plan year 2024

ACK ID 20251009195725NAL0016975186004

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Tri-State CPAS, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Tri-State CPAS, Inc.'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 TRI-STATE CPAS, INC..

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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