How big is Urbina CPA, PA's plan?

Urbina CPA, PA's plan reported $295K in assets and 5 participants for 2024.

Original filing (PDF)20250723111757NAL0008457650001

Urbina CPA, PA

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

Form 5500-SF

FILING_RECEIVED

Urbina CPA, PA 401(k)

401(k) retirement plan · Urbina CPA, PA's Urbina CPA, PA 401(k) held $295K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$295K

Net assets (EOY)

$295K

People on this filing

Shirley Horner signed Urbina CPA, PA's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Urbina CPA, PA's EIN is 88-0907377.

EIN 88-0907377

Plan number 001

Plan year 2024

ACK ID 20250723111757NAL0008457650001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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