Original filing (PDF)20250109163636NAL0007132803001

SHAUN RICHARD CPA, P.C.

Name: SHAUN RICHARD CPA, P.C. — SHAUN RICHARD CPA, P. C. 401(K) P/S PLAN, Form 5500 (2024)
Creator: SHAUN RICHARD CPA, P.C.

Form 5500-SF

FILING_RECEIVED

SHAUN RICHARD CPA, P. C. 401(K) P/S PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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

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 SHAUN RICHARD CPA, P.C..

Plan sponsor

Name

SHAUN RICHARD CPA, P.C.

EIN

47-1768788

Address

126 OAKWOOD DR · EAST BROOKFIELD, MA · 01515

Phone

(774) 452-4346

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-05-16

Filed

2025-01-09

Pension benefit codes

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

RUSENKO CPA P.C.

RUSENKO CPA 401(K) PLAN

ROBERT W. TILLISON, JR., CPA, PA

ROBERT W. TILLISON, JR. CPA, PA 401(K) PLAN

KERKER & FLEISHER, P.C.

KERKER & FLEISHER, P.C. PROFIT SHARING PLAN

MELVIN B. FRIEDBERG, P.A.

MELVIN B. FRIEDBERG, P. A. 401(K) PROFIT SHARING PLAN

SMITH, MILES & COMPANY, LLC

SMITH, MILES & COMPANY, LLC PROFIT SHARING TRUST