Original filing (PDF)20250428155639NAL0028661138001

James W. Shade, CPA

Name: James W. Shade, CPA — James W. Shade, CPA CBIN, Form 5500 (2023)
Creator: James W. Shade, CPA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

James W. Shade, CPA CBIN Benefit Plan

Health & welfare plan · James W. Shade, CPA's James W. Shade, CPA CBIN Benefit Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

People on this filing

Brett Hulse signed James W. Shade, CPA's 2023 Form 5500 as plan administrator.

Brett Hulse — 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

James W. Shade, CPA's EIN is 14-1844900.

EIN 14-1844900

Plan number 501

Plan year 2023

ACK ID 20250428155639NAL0028661138001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for James W. Shade, CPA from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

James W. Shade, CPA's plan includes health coverage.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JAMES W. SHADE, CPA.

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score