Original filing (PDF)20250718104820NAL0001560257001

LARA ACCOUNTANCY GROUP, INC.

Name: LARA ACCOUNTANCY GROUP, INC. — LARA ACCOUNTANCY GROUP, INC. 401(K) PLAN, Form 5500 (2024)
Creator: LARA ACCOUNTANCY GROUP, INC.

Form 5500-SF

FILING_RECEIVED

LARA ACCOUNTANCY GROUP, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$347K

Net assets (EOY)

$347K

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.
High average account balance (85th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LARA ACCOUNTANCY GROUP, INC..

Plan sponsor

Name

LARA ACCOUNTANCY GROUP, INC.

EIN

85-3231396all filings

Address

303 TWIN DOLPHIN DRIVE · SUITE 600 · REDWOOD CITY, CA · 94065

Phone

(650) 801-3834

Industry

CPA Offices· Professional & Technical Servicessee all

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

2025-07-18

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

WARREN C FISHER CPA & ASSOCIATES PC

WARREN C FISHER CPA & ASSOCIATES PC 401(K) PLAN

$347K · 5 participants

NELLA CONSULTING INC.

NELLA CONSULTING INC. 401(K) PLAN

$347K · 6 participants

CB JOHNSON & ASSOCIATES, PLLC

CB JOHNSON & ASSOCIATES, PLLC 401(K) PLAN

$347K · 1 participants

EAGAN & COMPANY, CERTIFIED PUBLIC ACCOUNTANTS

EAGAN & COMPANY, CERTIFIED PUBLIC ACCOUNTANTS 401(K) PLAN

$347K · 10 participants

BRENDA H. PRESSLEY, CPA, PA

BRENDA H. PRESSLEY, CPA, PA 401(K) PROFIT SHARING PLAN

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.