How big is MB CPA PLLC's plan?

MB CPA PLLC's plan reported $83K in assets and 2 participants for 2024.

Original filing (PDF)20251015095043NAL0005866784001

MB CPA PLLC

Name: MB CPA PLLC — MB CPA Employee Retirement Plan, Form 5500 (2024)
Creator: MB CPA PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

MB CPA Employee Retirement Plan

401(k) retirement plan · MB CPA PLLC's MB CPA Employee Retirement Plan held $83K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$83K

Net assets (EOY)

$83K

People on this filing

Matt Bustamante signed MB CPA PLLC's 2024 Form 5500 as plan administrator.

Matt Bustamante — 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

MB CPA PLLC's EIN is 84-4346981.

EIN 84-4346981

Plan number 001

Plan year 2024

ACK ID 20251015095043NAL0005866784001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

MB CPA PLLC's plan includes a 401(k) feature, profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

MB CPA PLLC

EIN

all filings

Address

1690 MASSENGILL POND ROAD · ANGIER, NC · 27501

Phone

(919) 948-8508

Industry

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

2025-10-15

Pension benefit codes

2J · 401(k) feature

3B · Covers self-employed individuals

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

2E · Profit-sharing

2K · 401(m) arrangement

2A · Age/service weighted or new comparability

2F · ERISA section 404(c)

2G · Total participant-directed accounts

Service providers (Schedule C)

Small plans don't disclose service providers

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