How big is Shields CPA Inc.'s plan?

Shields CPA Inc.'s plan reported $825K in assets for 2022.

Original filing (PDF)20231016233856NAL0052746224001

Shields CPA Inc.

Name: Shields CPA Inc. — Shields CPA Retirement Plan, Form 5500 (2022)
Creator: Shields CPA Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Shields CPA Retirement Plan (Formerly Creekside Retirement Plan)

401(k) retirement plan · Shields CPA Inc.'s Shields CPA Retirement Plan (Formerly Creekside Retirement Plan) reported $825K in plan assets in 2022.

Active participants

—

Accounts w/ balance

—

Plan assets (EOY)

$825K

Net assets (EOY)

$825K

People on this filing

Craig Shields signed Shields CPA Inc.'s 2022 Form 5500 as plan administrator.

Craig Shields — 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

Shields CPA Inc.'s EIN is 46-1346021.

EIN 46-1346021

Plan number 001

Plan year 2022

ACK ID 20231016233856NAL0052746224001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Shields CPA Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Shields CPA Inc.'s plan includes a 401(k) feature, profit-sharing.

Decision-maker contacts

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

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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