Original filing (PDF)20251008101050NAL0013098274001

CROWN POINT CPAS, LLC

Name: CROWN POINT CPAS, LLC — CROWN POINT CPAS 401(K) PLAN, Form 5500 (2024)
Creator: CROWN POINT CPAS, LLC

Form 5500-SF

FILING_RECEIVED

CROWN POINT CPAS 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$22K

Net assets (EOY)

$22K

Plan health score

/ 100

Grade B

Above-average plan

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CROWN POINT CPAS, LLC.

Plan sponsor

Name

CROWN POINT CPAS, LLC

EIN

86-1296110

Address

470 VILLAGE PARK DR · POWELL, OH · 43065

Phone

(614) 487-3300

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

2025-10-08

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

UNIVERSAL TAX SOLUTIONS

UNIVERSAL TAX SOLUTIONS 401(K)

$22K · 7 participants

MCBRIDE ACCOUNTING, LLC

MCBRIDE ACCOUNTING, LLC 401(K) PLAN

$22K · 4 participants

NEXTGEN TAX SERVICES, PLLC

NEXTGEN TAX SERVICES 401(K) PLAN

$22K · 8 participants

GAYLE A CURRY CPA LLC

GAYLE A CURRY, CPA- 401K PLAN

$22K · 10 participants

KITTRELL & KLASKIN, LLC

KITTRELL & KLASKIN 401(K) PLAN

$22K · 4 participants