How big is Shadoan, Michael & Wells, LLP's plan?

Shadoan, Michael & Wells, LLP's plan reported $4.1M in assets and 5 participants for 2024.

Original filing (PDF)20251002213103NAL0002003682001

Shadoan, Michael & Wells, LLP

Name: Shadoan, Michael & Wells, LLP — Shadoan, Michael &, Form 5500 (2024)
Creator: Shadoan, Michael & Wells, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Shadoan, Michael & Wells, LLP RATE Group Profit Sharing Plan & Trust

Defined-contribution retirement plan · Shadoan, Michael & Wells, LLP's Shadoan, Michael & Wells, LLP RATE Group Profit Sharing Plan & Trust held $4.1M in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.1M

Net assets (EOY)

$4.1M

Plan identifiers

Shadoan, Michael & Wells, LLP's EIN is 52-1360805.

EIN 52-1360805

Plan number 001

Plan year 2024

ACK ID 20251002213103NAL0002003682001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Shadoan, Michael & Wells, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Shadoan, Michael & Wells, LLP's plan includes profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SHADOAN, MICHAEL & WELLS, LLP.

Finding similar companies…

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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score