How big is Wierson CPA, PLLC's plan?

Wierson CPA, PLLC's plan reported $8K in assets and 2 participants for 2023.

Original filing (PDF)20241014101152NAL0051823314001

Wierson CPA, PLLC

Name: Wierson CPA, PLLC — Wierson CPA 401(k) Plan, Form 5500 (2023)
Creator: Wierson CPA, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wierson CPA 401(k) Plan

401(k) retirement plan · Wierson CPA, PLLC's Wierson CPA 401(k) Plan held $8K in plan assets for 2 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8K

Net assets (EOY)

$8K

People on this filing

David Wierson signed Wierson CPA, PLLC's 2023 Form 5500 as plan administrator.

David Wierson — 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

Wierson CPA, PLLC's EIN is 92-3607608.

EIN 92-3607608

Plan number 001

Plan year 2023

ACK ID 20241014101152NAL0051823314001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Wierson CPA, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Wierson CPA, PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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