How big is John Allis III CPA, P.C.'s plan?

John Allis III CPA, P.C.'s plan reported $4.7M in assets and 4 participants for 2024.

Original filing (PDF)20250709133451NAL0005744481001

John Allis III CPA, P.C.

Name: John Allis III CPA, P.C. — John Allis, III, CPA, Form 5500 (2024)
Creator: John Allis III CPA, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

John Allis, III, CPA, P.C. 401(k) Plan

401(k) retirement plan · John Allis III CPA, P.C.'s John Allis, III, CPA, P.C. 401(k) Plan held $4.7M in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.7M

Net assets (EOY)

$4.7M

Plan identifiers

John Allis III CPA, P.C.'s EIN is 86-0442176.

EIN 86-0442176

Plan number 003

Plan year 2024

ACK ID 20250709133451NAL0005744481001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for John Allis III CPA, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

John Allis III CPA, P.C.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JOHN ALLIS III CPA, P.C..

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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