How big is Thomas P Shortreed and Associates' plan?

Thomas P Shortreed and Associates' plan reported $21K in assets and 5 participants for 2024.

Original filing (PDF)20251126141218NAL0009524642001

Thomas P Shortreed and Associates

Name: Thomas P Shortreed and Associates — Thomas P Shortre, Form 5500 (2024)
Creator: Thomas P Shortreed and Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Thomas P Shortreed and Associates SOCA Benefit Plan

Health & welfare plan · Thomas P Shortreed and Associates' Thomas P Shortreed and Associates SOCA Benefit Plan held $21K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$21K

Net assets (EOY)

$7K

People on this filing

Matt Appenzeller signed Thomas P Shortreed and Associates' 2024 Form 5500 as plan administrator.

Matt Appenzeller — 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

Thomas P Shortreed and Associates' EIN is 45-1284695.

EIN 45-1284695

Plan number 501

Plan year 2024

ACK ID 20251126141218NAL0009524642001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Thomas P Shortreed and Associates from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Thomas P Shortreed and Associates' plan includes health coverage.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THOMAS P SHORTREED AND ASSOCIATES.

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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