Original filing (PDF)20250115112127NAL0034130240001

MATTHEW SHIVELY LLC

Name: MATTHEW SHIVELY LLC — MATTHEW SHIVELY LLC 401K PROFIT SHARING PLAN AND TRUST, Form 5500 (2023)
Creator: MATTHEW SHIVELY LLC

Form 5500-SF

FILING_RECEIVED

MATTHEW SHIVELY LLC 401K PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Signals · 1

Late filing · 2.0 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$95K

Net assets (EOY)

$95K

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 2.0 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MATTHEW SHIVELY LLC.

Plan sponsor

Name

MATTHEW SHIVELY LLC

EIN

46-2225737

Address

40 MERRITT STREET · PORT CHESTER, NY · 10573

Phone

(914) 249-9063

Industry