Original filing (PDF)20241014101152NAL0051823314001

WIERSON CPA, PLLC

Name: WIERSON CPA, PLLC — WIERSON CPA 401K PLAN, Form 5500 (2023)
Creator: WIERSON CPA, PLLC

Form 5500-SF

FILING_RECEIVED

WIERSON CPA 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$8K

Net assets (EOY)

$8K

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.

Decision-maker contacts

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

Plan sponsor

Name

WIERSON CPA, PLLC

EIN

92-3607608all filings

Address

6006 N. MESA STREET, SUITE 400 · EL PASO, TX · 79912

Phone

(915) 300-1064

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-14

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

LINTEL FINANCIAL SERVICES, INC.

LINTEL FINANCIAL SERVICES 401(K) PLAN

$8K · 5 participants

MAGELLAN ACCOUNTING AND CONSULTI

MAGELLAN ACCOUNTING AND CONSULTING

$8K · 1 participants

MANAGEMENT AUTOMATED SERVICES

MANAGEMENT AUTOMATED SERVICES GHT BENEFIT PLAN

$9K · 7 participants

CHURCH ACCOUNTING MANAGEMENT AND

401K CHURCH ACCOUNTING

$8K · 3 participants

CPAMED PSC

CPAMED RETIREMENT PLAN

$8K · 7 participants

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.