How big is CWDL's plan?

CWDL's plan reported $2.4M in assets and 59 participants for 2024.

Original filing (PDF)20251008195803NAL0005954337001

CWDL

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

Form 5500-SF

FILING_RECEIVED

CWDL CPA'S 401(k) Plan

401(k) retirement plan · CWDL's CWDL CPA'S 401(k) Plan held $2.4M in plan assets for 59 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

People on this filing

ANA Govan signed CWDL's 2024 Form 5500 as plan administrator.

ANA Govan — 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

CWDL's EIN is 90-0916070.

EIN 90-0916070

Plan number 001

Plan year 2024

ACK ID 20251008195803NAL0005954337001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

CWDL's plan includes profit-sharing, 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 CWDL.

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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

Vendor & structure

100

Helping the score

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

Plan sponsor

Name

CWDL

EIN

all filings

Address

5151 MURPHY CANYON ROAD SUITE 135 · SAN DIEGO, CA · 92123

Phone

(858) 565-2700

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

2025-10-08

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2G · Total participant-directed accounts

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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