How big is Bautista CPA Group's plan?

Bautista CPA Group's plan reported $88K in assets and 2 participants for 2024.

Original filing (PDF)20250801103818NAL0012312274083

Bautista CPA Group

Name: Bautista CPA Group — Bautista CPA Group 401(k) Plan, Form 5500 (2024)
Creator: Bautista CPA Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bautista CPA Group 401(k) Plan

401(k) retirement plan · Bautista CPA Group's Bautista CPA Group 401(k) Plan held $88K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$88K

Net assets (EOY)

$88K

People on this filing

QIAN LIU signed Bautista CPA Group's 2024 Form 5500 as plan administrator.

QIAN LIU — 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

Bautista CPA Group's EIN is 99-0443250.

EIN 99-0443250

Plan number 001

Plan year 2024

ACK ID 20250801103818NAL0012312274083

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bautista CPA Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bautista CPA Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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