How big is NAPA Valley Consulting PC's plan?

NAPA Valley Consulting PC's plan reported $132K in assets and 12 participants for 2024.

Original filing (PDF)20250718115747NAL0002449040001

NAPA Valley Consulting PC

Name: NAPA Valley Consulting PC — NAPA Valley Consulting, Form 5500 (2024)
Creator: NAPA Valley Consulting PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

NAPA Valley Consulting 401(k) Plan

401(k) retirement plan · NAPA Valley Consulting PC's NAPA Valley Consulting 401(k) Plan held $132K in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$132K

Net assets (EOY)

$132K

People on this filing

Marcus Bowie signed NAPA Valley Consulting PC's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

NAPA Valley Consulting PC's EIN is 99-2119882.

EIN 99-2119882

Plan number 001

Plan year 2024

ACK ID 20250718115747NAL0002449040001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for NAPA Valley Consulting PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

NAPA Valley Consulting PC'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 NAPA VALLEY CONSULTING PC.

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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