How big is Van Winkle CPA Advisor PLLC's plan?

Van Winkle CPA Advisor PLLC's plan reported $409K in assets and 11 participants for 2024.

Original filing (PDF)20250623142853NAL0003779715001

Van Winkle CPA Advisor PLLC

Name: Van Winkle CPA Advisor PLLC — Van Winkle CPA Advisor, Form 5500 (2024)
Creator: Van Winkle CPA Advisor PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Van Winkle CPA Advisor PLLC Retirement Plan

401(k) retirement plan · Van Winkle CPA Advisor PLLC's Van Winkle CPA Advisor PLLC Retirement Plan held $409K in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$409K

Net assets (EOY)

$409K

Plan identifiers

Van Winkle CPA Advisor PLLC's EIN is 87-3606693.

EIN 87-3606693

Plan number 001

Plan year 2024

ACK ID 20250623142853NAL0003779715001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Van Winkle CPA Advisor PLLC's plan includes 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 VAN WINKLE CPA ADVISOR PLLC.

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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