What public Form 5500 filings show about the Matthew Shell CPA, PLLC 401(k) plan — and how to find and check your own account.
Matthew Shell CPA, PLLC (EIN 81-1128937) reports MATTHEW SHELL CPA 401(K) PLAN on its most recent Form 5500, with $220K in plan assets across 6 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Matthew Shell CPA, PLLC filing — schedules, fees, and providers.
Matthew Shell CPA, PLLC’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Matthew Shell CPA, PLLCHR for the recordkeeper’s name and login.
