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  2. NLP CPA'S, P.C.
Sponsor portfolio

NLP CPA'S, P.C.

EIN 26-3851505-accounting-Latest filing 2025
Plans
2
Retirement
2
$7.0M assets
Welfare
0
Participants
20
1212 LAKE JAMES DR - VIRGINIA BEACH, VA 234646779757-366-9818nlpcpas.comLinkedIn1-10 employeesaccounting
Plans on this EIN
2 filings
#002CashBalance-$5.6M - 8 part#001401k-$1.4M - 12 part

Retirement portfolio analytics

2 plans aggregated / $7.0M assets / 20 participants

Assets by plan

Share of aggregate retirement assets

79%top
  • CASH BALANCE PENSION (#002)79%
  • CPA'S, P.C. 401K (#001)21%
Total $7.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CPA'S, P.C. 401K (#001)12
  • CASH BALANCE PENSION (#002)8
Total 20Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

NLP CPA'S, P.C. CASH BALANCE PENSION PLAN

CashBalance

Assets$5.6M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

NLP CPA'S, P.C. 401K

401k

Assets$1.4M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002NLP CPA'S, P.C. CASH BALANCE PENSION PLANCashBalance$5.6M82025
001NLP CPA'S, P.C. 401K401k$1.4M122025
Retirement plans
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