How big is Penan & Scott, P.C.'s plan?

Penan & Scott, P.C.'s plan reported $16.8M in assets and 41 participants for 2024.

Original filing (PDF)20250926105321NAL0021480274001

Penan & Scott, P.C.

Name: Penan & Scott, P.C. — Penan & Scott, P.C. Tax, Form 5500 (2024)
Creator: Penan & Scott, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Penan & Scott, P.C. Tax Deferred Savings Plan

401(k) retirement plan · Penan & Scott, P.C.'s Penan & Scott, P.C. Tax Deferred Savings Plan held $16.8M in plan assets for 41 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$16.8M

Net assets (EOY)

$16.8M

People on this filing

Barrett Penan signed Penan & Scott, P.C.'s 2024 Form 5500 as plan administrator.

Barrett Penan — 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

Penan & Scott, P.C.'s EIN is 52-1706780.

EIN 52-1706780

Plan number 001

Plan year 2024

ACK ID 20250926105321NAL0021480274001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Penan & Scott, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Penan & Scott, P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

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 (91st percentile).

Plan sponsor

Name

PENAN & SCOTT, P.C.

EIN

all filings

Address

1451 ROCKVILLE PIKE, SUITE 400 · ROCKVILLE, MD · 20852

Phone

(301) 881-3220

Industry

CPA Offices· Professional & Technical Services

Plan administrator