How big is Jack L. GAAR, CPA, CFP's plan?

Jack L. GAAR, CPA, CFP's plan reported $410K in assets and 3 participants for 2024.

Original filing (PDF)20251014125334NAL0001371955001

Jack L. GAAR, CPA, CFP

Name: Jack L. GAAR, CPA, CFP — Jack L. GAAR, CPA, CFP, Form 5500 (2024)
Creator: Jack L. GAAR, CPA, CFP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jack L. GAAR, CPA, CFP 401(k) Profit Sharing Plan

401(k) retirement plan · Jack L. GAAR, CPA, CFP's Jack L. GAAR, CPA, CFP 401(k) Profit Sharing Plan held $410K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$410K

Net assets (EOY)

$410K

Plan identifiers

Jack L. GAAR, CPA, CFP's EIN is 95-3795016.

EIN 95-3795016

Plan number 001

Plan year 2024

ACK ID 20251014125334NAL0001371955001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jack L. GAAR, CPA, CFP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jack L. GAAR, CPA, CFP'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 JACK L. GAAR, CPA, CFP.

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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