How big is J and J CPAS, PC's plan?

J and J CPAS, PC's plan reported $3.1M in assets and 2 participants for 2025.

Original filing (PDF)20260413123009NAL0018041152001

J and J CPAS, PC

Name: J and J CPAS, PC — J and J CPAS, PC 401(k) Profit, Form 5500 (2025)
Creator: J and J CPAS, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

J and J CPAS, PC 401(k) Profit Sharing Plan

401(k) retirement plan · J and J CPAS, PC's J and J CPAS, PC 401(k) Profit Sharing Plan held $3.1M in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

People on this filing

JOAN Edgell signed J and J CPAS, PC's 2025 Form 5500 as plan administrator.

JOAN Edgell — 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

J and J CPAS, PC's EIN is 93-0641854.

EIN 93-0641854

Plan number 001

Plan year 2025

ACK ID 20260413123009NAL0018041152001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for J and J CPAS, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

J and J CPAS, PC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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