How big is Michael Shapot Brokerage, LLC's plan?

Michael Shapot Brokerage, LLC's plan reported $1.2M in assets and 4 participants for 2024.

Original filing (PDF)20250623112116NAL0008586976001

Michael Shapot Brokerage, LLC

Name: Michael Shapot Brokerage, LLC — Michael Shapot, Form 5500 (2024)
Creator: Michael Shapot Brokerage, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Michael Shapot Brokerage, LLC Retirement Plan

401(k) retirement plan · Michael Shapot Brokerage, LLC's Michael Shapot Brokerage, LLC Retirement Plan held $1.2M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Michael Shapot signed Michael Shapot Brokerage, LLC's 2024 Form 5500 as plan administrator.

Michael Shapot — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

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

Plan identifiers

Michael Shapot Brokerage, LLC's EIN is 13-4030227.

EIN 13-4030227

Plan number 001

Plan year 2024

ACK ID 20250623112116NAL0008586976001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Michael Shapot Brokerage, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Michael Shapot Brokerage, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MICHAEL SHAPOT BROKERAGE, LLC.

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score