How big is Capital Accounting, PC's plan?

Capital Accounting, PC's plan reported $645K in assets and 23 participants for 2024.

Original filing (PDF)20250625111557NAL0008049201001

Capital Accounting, PC

Name: Capital Accounting, PC — Capital Accounting, PC, Form 5500 (2024)
Creator: Capital Accounting, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Capital Accounting, PC 401(k) Plan

401(k) retirement plan · Capital Accounting, PC's Capital Accounting, PC 401(k) Plan held $645K in plan assets for 23 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$645K

Net assets (EOY)

$645K

Plan identifiers

Capital Accounting, PC's EIN is 86-0811575.

EIN 86-0811575

Plan number 001

Plan year 2024

ACK ID 20250625111557NAL0008049201001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Capital Accounting, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Capital Accounting, PC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

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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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (91st percentile).

Plan sponsor

Name

CAPITAL ACCOUNTING, PC

EIN

all filings

Address

15215 S. 48TH STREET · PHOENIX, AZ · 85044

Phone

(480) 783-8870

Industry

Professional & Technical Services

Plan administrator