Original filing (PDF)20230713134317NAL0047584594001

Heidi KWOK, CPA

Name: Heidi KWOK, CPA — Heidi KWOK, CPA Retirement Plan, Form 5500 (2022)
Creator: Heidi KWOK, CPA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Heidi KWOK, CPA Retirement Plan

401(k) retirement plan · Heidi KWOK, CPA's Heidi KWOK, CPA Retirement Plan filed a Form 5500 for plan year 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Heidi KWOK, CPA's EIN is 95-4731327.

EIN 95-4731327

Plan number 001

Plan year 2022

ACK ID 20230713134317NAL0047584594001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Heidi KWOK, CPA from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Heidi KWOK, CPA's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HEIDI KWOK, 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