Original filing (PDF)20251014101903NAL0002504449001

SHMUELY & WILLIS, P.A. D/B/A CHAVIN MITCHELL SHMUELY

Name: SHMUELY & WILLIS, P.A. D/B/A CHAVIN MITCHELL SHMUELY — CHAVIN MITCHELL SHMUELY CASH BALANCE PLAN, Form 5500 (2024)
Creator: SHMUELY & WILLIS, P.A. D/B/A CHAVIN MITCHELL SHMUELY

Form 5500-SF

FILING_RECEIVED

CHAVIN MITCHELL SHMUELY CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$529K

Net assets (EOY)

$529K

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SHMUELY & WILLIS, P.A. D/B/A CHAVIN MITCHELL SHMUELY.

Plan sponsor

Name

SHMUELY & WILLIS, P.A. D/B/A CHAVIN MITCHELL SHMUELY

EIN

27-0949520all filings

Address

12955 BISCAYNE BLVD., SUITE 201 · NORTH MIAMI, FL · 33261

Phone

(305) 922-2540

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator