How big is Karen S. Schmidt, CPA, PLLC's plan?

Karen S. Schmidt, CPA, PLLC's plan reported $782K in assets and 2 participants for 2025.

Original filing (PDF)20260519205049NAL0001529216001

Karen S. Schmidt, CPA, PLLC

Name: Karen S. Schmidt, CPA, PLLC — Karen S. Schmidt, CPA, Form 5500 (2025)
Creator: Karen S. Schmidt, CPA, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Karen S. Schmidt, CPA, PLLC 401(k) Plan

401(k) retirement plan · Karen S. Schmidt, CPA, PLLC's Karen S. Schmidt, CPA, PLLC 401(k) Plan held $782K in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$782K

Net assets (EOY)

$782K

Plan identifiers

Karen S. Schmidt, CPA, PLLC's EIN is 45-4074356.

EIN 45-4074356

Plan number 001

Plan year 2025

ACK ID 20260519205049NAL0001529216001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Karen S. Schmidt, CPA, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Karen S. Schmidt, CPA, PLLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KAREN S. SCHMIDT, 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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score