Original filing (PDF)20251112184537NAL0000713138001

JAMES W. SILVA AN ACCOUNTANCY CORPORATION

Name: JAMES W. SILVA AN ACCOUNTANCY CORPORATION — SILVA ACCOUNTANCY CORPORATION PROFIT SHARING PLAN, Form 5500 (2024)
Creator: JAMES W. SILVA AN ACCOUNTANCY CORPORATION

Form 5500-SF

FILING_RECEIVED

SILVA ACCOUNTANCY CORPORATION PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JAMES W. SILVA AN ACCOUNTANCY CORPORATION.

Plan sponsor

Name

JAMES W. SILVA AN ACCOUNTANCY CORPORATION

EIN

94-2572346

Address

18 CROW CANYON COURT, 115 · SAN RAMON, CA · 945831785

Phone

(925) 837-1308

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-02-01

Tax period

2025-01-31

Filed

2025-11-12

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

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