Original filing (PDF)20240718152053NAL0010064256001

STEPHEN M. MILLER CPA PA

Name: STEPHEN M. MILLER CPA PA — STEPHEN M. MILLER, CPA, PA EMPLOYEES RETIREMENT PLAN, Form 5500 (2023)
Creator: STEPHEN M. MILLER CPA PA

Form 5500-SF

FILING_RECEIVED

STEPHEN M. MILLER, CPA, PA EMPLOYEES RETIREMENT PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

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 average account balance (94th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STEPHEN M. MILLER CPA PA.

Plan sponsor

Name

STEPHEN M. MILLER CPA PA

EIN

56-1152445

Address

116 BALLYHOO DRIVE · LEWISVILLE, NC · 27023

Phone

(336) 749-7500

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-07-18

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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