How big is Elevate Accounting LLC's plan?

Elevate Accounting LLC's plan reported $378K in assets and 6 participants for 2025.

Original filing (PDF)20260504151221NAL0005166912001

Elevate Accounting LLC

Name: Elevate Accounting LLC — Elevate Accounting, LLC, Form 5500 (2025)
Creator: Elevate Accounting LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Elevate Accounting, LLC 401(k) Plan

401(k) retirement plan · Elevate Accounting LLC's Elevate Accounting, LLC 401(k) Plan held $378K in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$378K

Net assets (EOY)

$378K

People on this filing

CHAD Durkee signed Elevate Accounting LLC's 2025 Form 5500 as plan administrator.

CHAD Durkee — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Elevate Accounting LLC's EIN is 86-2009018.

EIN 86-2009018

Plan number 001

Plan year 2025

ACK ID 20260504151221NAL0005166912001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Elevate Accounting LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Elevate Accounting LLC's plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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