How big is NKW CPA, LLC's plan?

NKW CPA, LLC's plan reported $150K in assets and 7 participants for 2025.

Original filing (PDF)20260428220708NAL0015757456041

NKW CPA, LLC

Name: NKW CPA, LLC — NKW CPA 401(k) Plan, Form 5500 (2025)
Creator: NKW CPA, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

NKW CPA 401(k) Plan

401(k) retirement plan · NKW CPA, LLC's NKW CPA 401(k) Plan held $150K in plan assets for 7 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$150K

Net assets (EOY)

$150K

People on this filing

Elantha Barry signed NKW CPA, LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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

NKW CPA, LLC's EIN is 92-1006411.

EIN 92-1006411

Plan number 001

Plan year 2025

ACK ID 20260428220708NAL0015757456041

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for NKW CPA, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

NKW CPA, LLC'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 NKW CPA, LLC.

Finding similar companies…

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

NKW CPA, LLC

EIN

all filings

Address

710 WICKS LANE · UNIT 50446 · BILLINGS, MT · 59105

Phone

(406) 500-5595

Industry

CPA Offices· Professional & Technical Services

Plan administrator

Name

GUIDELINE RK, LLC

EIN

30-1418950

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-04-28

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

Scroggins CPAS PC

Scroggins CPAS PC 401(k) Profit Sharing Plan and Trust

$150K · 5 participants

Cummins & Associates PC

Cummins & Associates PC 401(k) Profit Sharing Plan & Trust

$150K · 7 participants

Michael DI Pietro CPA

Michael DI Pietro CPA 401(k)

$150K · 11 participants

KP Accounting LLC

KP Accounting 401(k) Plan

$149K · 3 participants

Brian T. Boyd CPA PC

Brian T. Boyd CPA PC 401(k) Plan

$150K · 10 participants

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.