· 2022–2024 · DOL EFAST2

CAALM ACCOUNTING SOLUTIONS LLC — CAALM ACCOUNTING SOLUTIONS LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024)

Original filing (PDF)20250226091038NAL0001588288001

CAALM ACCOUNTING SOLUTIONS LLC

Form 5500-SF

FILING_RECEIVED

CAALM ACCOUNTING SOLUTIONS LLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

3

Accounts w/ balance

2

Plan assets (EOY)

$4K

Net assets (EOY)

$4K

Plan health score

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

32

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

CAALM ACCOUNTING SOLUTIONS LLC

EIN

88-0554090all filings

Address

9990 COCONUT ROAD, SUITE 225 · BONITA SPRINGS, FL · 34135

Phone

(239) 379-8196

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

2025-02-26

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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