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Filings through Oct 24, 2026.

Next Peak CPA

EIN 84-2749205-accounting-Latest filing 2025
Plans
1
Retirement
1
$379K assets
Health & Benefits
0
Participants
7
1839 IRON POINT ROAD SUITE 100 - FOLSOM, CA 95630916-850-0245nextpeakcpa.comLinkedIn1-10 employeesaccounting
Plans on this EIN
1 filing
#001401(k)-$379K - 7 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

NEXT PEAK CPA 401K PROFIT SHARING PLAN

401(k)

Assets$379K
Participants7
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001NEXT PEAK CPA 401K PROFIT SHARING PLAN401(k)$379K72025
  • NEXT PEAK CPA 401K PROFIT SHARING PLAN$379K
    #001 · 401(k) · 20257
Retirement plans
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