Mark Sheptoff Financial Planning, LLC

Mark Sheptoff signed Mark Sheptoff Financial Planning, LLC's 2025 Form 5500 as plan administrator.

• Mark Sheptoff — Plan Administrator — Form 5500 signer

Signer names are public record from the Form 5500 e-signature.

Mark Sheptoff Financial Planning, LLC's EIN is 06-1493649.

Download the official 2025 Form 5500 (PDF) for Mark Sheptoff Financial Planning, LLC from the U.S. Department of Labor's EFAST2 system.

Mark Sheptoff Financial Planning, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.