How big is Circle CPA, LLC's plan?

Circle CPA, LLC's plan reported $500K in assets and 8 participants for 2024.

Original filing (PDF)20250709115540NAL0002820755001

Circle CPA, LLC

Name: Circle CPA, LLC — Circle CPA, LLC Safe Harbor 401(k), Form 5500 (2024)
Creator: Circle CPA, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Circle CPA, LLC Safe Harbor 401(k) Plan

401(k) retirement plan · Circle CPA, LLC's Circle CPA, LLC Safe Harbor 401(k) Plan held $500K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$500K

Net assets (EOY)

$500K

Plan identifiers

Circle CPA, LLC's EIN is 85-2853593.

EIN 85-2853593

Plan number 001

Plan year 2024

ACK ID 20250709115540NAL0002820755001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Circle CPA, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment.

Decision-maker contacts

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