Cpa Financial, P.C.

Leesburg, VA

Virginia

Registered In

12/28/2011

Incorp. Date

Company Summary

Cpa Financial, P.C. at 1628 Chickasaw Pl Ne, Leesburg, Va 20176 lists Bruce E. Wolcott as the associate.

Gross Romanick Dean & Desimone P.C. Registered Agent	3975 UNIVERSITY DR STE 410, FAIRFAX, VA 22030
Bruce E. Wolcott Officer

1628 CHICKASAW PL NE, LEESBURG, VA 20176 View Map

Form 5500

1628 Chickasaw Place, Ne, Leesburg, Va 20176 (703) 669-8445 EIN:45-4124397 Plan Admin:Bruce Wolcott

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2021	Plan NameCPA FINANCIAL, P.C. 401(K) RATE GROUP PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$2,035,558 / $2,380,676	2021	CPA FINANCIAL, P.C. 401(K) RATE GROUP PROFIT SHARING PLAN AND TRUST - Plan #001	3 / 3	$2,035,558 / $2,380,676
2020	Plan NameCPA FINANCIAL, P.C. 401(K) RATE GROUP PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$1,784,115 / $2,035,558	2020	CPA FINANCIAL, P.C. 401(K) RATE GROUP PROFIT SHARING PLAN AND TRUST - Plan #001	3 / 3	$1,784,115 / $2,035,558

Benefit & Retirement Plans based on Form 5500.

Address Match:1628 Chickasaw Pl Ne Leesburg, VA

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The following government agencies have contributed data:

Commonwealth of Virginia State Corporation Commission (SCC) U.S. Department of Labor

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