How big is Shannon H Summersgill CPA LLC's plan?

Shannon H Summersgill CPA LLC's plan reported $34K in assets and 5 participants for 2024.

Original filing (PDF)20250604144506NAL0007909331001

Shannon H Summersgill CPA LLC

Name: Shannon H Summersgill CPA LLC — Shannon H Summersgil, Form 5500 (2024)
Creator: Shannon H Summersgill CPA LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Shannon H Summersgill CPA LLC Defined Benefit Pension Plan and Trust

Defined-contribution retirement plan · Shannon H Summersgill CPA LLC's Shannon H Summersgill CPA LLC Defined Benefit Pension Plan and Trust held $34K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$34K

Net assets (EOY)

$34K

Plan identifiers

Shannon H Summersgill CPA LLC's EIN is 27-0659432.

EIN 27-0659432

Plan number 001

Plan year 2024

ACK ID 20250604144506NAL0007909331001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Shannon H Summersgill CPA LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Shannon H Summersgill CPA LLC's plan includes profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SHANNON H SUMMERSGILL CPA LLC.

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Plan health score

Above-average plan

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

Knocking points off