How big is Bloom CPAS and Advisors LLC's plan?

Bloom CPAS and Advisors LLC's plan reported $1.2M in assets and 11 participants for 2024.

Original filing (PDF)20250327091727NAL0012270099001

Bloom CPAS and Advisors LLC

Name: Bloom CPAS and Advisors LLC — Bloom CPAS and, Form 5500 (2024)
Creator: Bloom CPAS and Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bloom CPAS and Advisors 401(k) Trust

401(k) retirement plan · Bloom CPAS and Advisors LLC's Bloom CPAS and Advisors 401(k) Trust held $1.2M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

Bloom CPAS and Advisors LLC's EIN is 92-0999870.

EIN 92-0999870

Plan number 001

Plan year 2024

ACK ID 20250327091727NAL0012270099001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bloom CPAS and Advisors LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bloom CPAS and Advisors LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BLOOM CPAS AND ADVISORS LLC.

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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