How big is Unified CPA LLP's plan?

Unified CPA LLP's plan reported $181K in assets and 7 participants for 2024.

Original filing (PDF)20250603160517NAL0010337953001

Unified CPA LLP

Name: Unified CPA LLP — Unified CPA LLP 401(k) Plan, Form 5500 (2024)
Creator: Unified CPA LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Unified CPA LLP 401(k) Plan

401(k) retirement plan · Unified CPA LLP's Unified CPA LLP 401(k) Plan held $181K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$181K

Net assets (EOY)

$181K

People on this filing

Arvee Flores signed Unified CPA LLP's 2024 Form 5500 as plan administrator.

Arvee Flores — 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

Unified CPA LLP's EIN is 87-0952265.

EIN 87-0952265

Plan number 001

Plan year 2024

ACK ID 20250603160517NAL0010337953001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Unified CPA LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Unified CPA LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for UNIFIED CPA LLP.

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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