Original filing (PDF)20260128140937NAL0004616720001

SHUPE & DHAWAN, PA

Name: SHUPE & DHAWAN, PA — SHUPE & DHAWAN, PA GHT BENEFIT PLAN, Form 5500 (2024)
Creator: SHUPE & DHAWAN, PA

Form 5500-SF

FILING_RECEIVED

SHUPE & DHAWAN, PA GHT BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

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

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SHUPE & DHAWAN, PA.

Plan sponsor

Name

SHUPE & DHAWAN, PA

EIN

46-2727918all filings

Address

888 SE 3RD AVE · STE 202 · FORT LAUDERDALE, FL · 33316

Phone

(954) 507-7220

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Name

MARILU RIOS

EIN

85-1828091

City

MIAMI, FL

Phone

(305) 350-7700

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2026-01-28

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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