How big is Accounting With Schatz LLC's plan?

Accounting With Schatz LLC's plan reported $27K in assets and 3 participants for 2024.

Original filing (PDF)20251014111508NAL0001290451004

Accounting With Schatz LLC

Name: Accounting With Schatz LLC — Accounting With Schatz, Form 5500 (2024)
Creator: Accounting With Schatz LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Accounting With Schatz LLC 401(k)

401(k) retirement plan · Accounting With Schatz LLC's Accounting With Schatz LLC 401(k) held $27K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$27K

Net assets (EOY)

$27K

People on this filing

Sherry Schatz signed Accounting With Schatz LLC's 2024 Form 5500 as plan administrator.

Sherry Schatz — 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

Accounting With Schatz LLC's EIN is 47-2205643.

EIN 47-2205643

Plan number 001

Plan year 2024

ACK ID 20251014111508NAL0001290451004

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Accounting With Schatz LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Accounting With Schatz LLC's plan includes a 401(k) feature.

Decision-maker contacts

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

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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