How big is Alisa NA CPA, PC's plan?

Alisa NA CPA, PC's plan reported $1.0M in assets and 11 participants for 2024.

Original filing (PDF)20250523183547NAL0003629729001

Alisa NA CPA, PC

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

Form 5500-SF

FILING_RECEIVED

Alisa NA CPA, PC 401(k) P/S Plan

401(k) retirement plan · Alisa NA CPA, PC's Alisa NA CPA, PC 401(k) P/S Plan held $1.0M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

People on this filing

Alisa NA signed Alisa NA CPA, PC's 2024 Form 5500 as plan administrator.

Alisa NA — 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

Alisa NA CPA, PC's EIN is 91-2017880.

EIN 91-2017880

Plan number 001

Plan year 2024

ACK ID 20250523183547NAL0003629729001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Alisa NA CPA, PC'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 ALISA NA CPA, PC.

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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

Knocking points off