How big is Richard D. Caldwell, CPA's plan?

Richard D. Caldwell, CPA's plan reported $4.0M in assets and 2 participants for 2024.

Original filing (PDF)20251014190200NAL0001777267006

Richard D. Caldwell, CPA

Name: Richard D. Caldwell, CPA — Richard D. Caldwell, CPA, Form 5500 (2024)
Creator: Richard D. Caldwell, CPA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Richard D. Caldwell, CPA Profit Sharing Plan

401(k) retirement plan · Richard D. Caldwell, CPA's Richard D. Caldwell, CPA Profit Sharing Plan held $4.0M in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$4.0M

Net assets (EOY)

$4.0M

People on this filing

Richard D. Caldwell signed Richard D. Caldwell, CPA's 2024 Form 5500 as plan administrator.

Richard D. Caldwell — 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

Richard D. Caldwell, CPA's EIN is 93-1048349.

EIN 93-1048349

Plan number 001

Plan year 2024

ACK ID 20251014190200NAL0001777267006

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Richard D. Caldwell, CPA from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Richard D. Caldwell, CPA's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

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 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