Shmuely & Willis PA (EIN 27-0949520) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $1.9M in plan assets and 15 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Shmuely & Willis PA 401(k) Profit Sharing Plan & Trust | 001 | 8 | $1.3M |
| Chavin Mitchell Shmuely Cash Balance Plan | 002 | 7 | $586K |
27-0949520 is the Employer Identification Number (EIN) Shmuely & Willis PA reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on Florida EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
