How big is Bay CPA Plus' plan?

Bay CPA Plus' plan reported $203K in assets and 3 participants for 2024.

Original filing (PDF)20250721152419NAL0001669553001

Bay CPA Plus

Name: Bay CPA Plus — Bay CPA Plus Retirement Plan, Form 5500 (2024)
Creator: Bay CPA Plus
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bay CPA Plus Retirement Plan

401(k) retirement plan · Bay CPA Plus' Bay CPA Plus Retirement Plan held $203K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$203K

Net assets (EOY)

$203K

Plan identifiers

Bay CPA Plus' EIN is 90-1248211.

EIN 90-1248211

Plan number 001

Plan year 2024

ACK ID 20250721152419NAL0001669553001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Bay CPA Plus' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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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

BAY CPA PLUS

EIN

all filings

Address

1172 SAN PABLO AVE. #102 · ALBANY, CA · 94706

Phone

(866) 860-3880

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

2025-07-21

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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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