How big is Shipley & Horne P.A.'s plan?

Shipley & Horne P.A.'s plan reported $6.1M in assets and 14 participants for 2024.

Original filing (PDF)20250828063943NAL0005356291001

Shipley & Horne P.A.

Name: Shipley & Horne P.A. — Shipley & Horne P.A. Savings, Form 5500 (2024)
Creator: Shipley & Horne P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Shipley & Horne P.A. Savings Plan

401(k) retirement plan · Shipley & Horne P.A.'s Shipley & Horne P.A. Savings Plan held $6.1M in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.1M

Net assets (EOY)

$6.1M

People on this filing

Michael P Moran signed Shipley & Horne P.A.'s 2024 Form 5500 as plan administrator.

Michael P Moran — 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

Shipley & Horne P.A.'s EIN is 52-1926356.

EIN 52-1926356

Plan number 001

Plan year 2024

ACK ID 20250828063943NAL0005356291001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Shipley & Horne P.A. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Shipley & Horne P.A.'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