Original filing (PDF)20250217063446NAL0001027795001

SHANNON & MYERS, P.C.

Name: SHANNON & MYERS, P.C. — SHANNON & MYERS, P.C. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: SHANNON & MYERS, P.C.

Form 5500-SF

FILING_RECEIVED

SHANNON & MYERS, P.C. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SHANNON & MYERS, P.C..

Plan sponsor

Name

SHANNON & MYERS, P.C.

EIN

25-1885780

Address

P.O. BOX 60635 · HARRISBURG, PA · 17106

Phone

(717) 652-3200

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-02-17

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

GOLDIN GROUP LLC

GOLDIN GROUP 401(K) PLAN

$3.0M · 20 participants

A. GARY AARONSON, CPA, PLLC

ARTHUR GARY AARONSON, CPA RETIREMENT PLAN AND TRUST

$3.0M · 7 participants

KM&L, LLC

KM&L, LLC 401(K) PROFIT SHARING PLAN

$3.0M · 32 participants

ROSS LANE & COMPANY, LLC

ROSS LANE & COMPANY, LLC 401(K) PROFIT SHARING PLAN

$3.0M · 12 participants

CGUCPA, LLP

CGUCPA, LLP DEFINED BENEFIT PLAN

$3.0M · 14 participants