Original filing (PDF)20240826123103NAL0005465923001

William Anderson PC CPA

Name: William Anderson PC CPA — William Anderson PC CPA, Form 5500 (2023)
Creator: William Anderson PC CPA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

William Anderson PC CPA 401(k) Plan

401(k) retirement plan · William Anderson PC CPA's William Anderson PC CPA 401(k) Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

William Anderson PC CPA's EIN is 93-0620938.

EIN 93-0620938

Plan number 001

Plan year 2023

ACK ID 20240826123103NAL0005465923001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for William Anderson PC CPA from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

William Anderson PC CPA'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 WILLIAM ANDERSON PC CPA.

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score