How big is Paxus CPA's plan?

Paxus CPA's plan reported $479K in assets and 9 participants for 2024.

Original filing (PDF)20250708135105NAL0011104034001

Paxus CPA

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

Form 5500-SF

FILING_RECEIVED

Paxus CPA Group 401(k) Plan

401(k) retirement plan · Paxus CPA's Paxus CPA Group 401(k) Plan held $479K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$479K

Net assets (EOY)

$479K

People on this filing

Elizabeth Dionisio signed Paxus CPA's 2024 Form 5500 as plan administrator.

Elizabeth Dionisio — 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

Paxus CPA's EIN is 87-1310343.

EIN 87-1310343

Plan number 001

Plan year 2024

ACK ID 20250708135105NAL0011104034001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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.

Plan sponsor

Name

PAXUS CPA

EIN

all filings

Address

102 W EUFAULA, · SUITE #101 · NORMAN, OK · 73069

Phone

(405) 808-4543

Industry

CPA Offices· Professional & Technical Services

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

2025-07-08

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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