Original filing (PDF)20240109120727NAL0017124402001

ADAM SHAY CPA, PLLC

Name: ADAM SHAY CPA, PLLC — ADAM SHAY CPA 401(k) Plan, Form 5500 (2023)
Creator: ADAM SHAY CPA, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ADAM SHAY CPA 401(k) Plan

401(k) retirement plan · ADAM SHAY CPA, PLLC's ADAM SHAY CPA 401(k) Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

ADAM SHAY CPA, PLLC's EIN is 27-1452027.

EIN 27-1452027

Plan number 001

Plan year 2023

ACK ID 20240109120727NAL0017124402001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for ADAM SHAY CPA, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

ADAM SHAY CPA, PLLC'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 ADAM SHAY CPA, PLLC.

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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