How big is Neil E. Shoaf's plan?

Neil E. Shoaf's plan reported $541K in assets and 4 participants for 2024.

Original filing (PDF)20250910120937NAL0021160161001

Neil E. Shoaf

Name: Neil E. Shoaf — Neil E. Shoaf 401(k) Plan, Form 5500 (2024)
Creator: Neil E. Shoaf
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Neil E. Shoaf 401(k) Plan

401(k) retirement plan · Neil E. Shoaf's Neil E. Shoaf 401(k) Plan held $541K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$541K

Net assets (EOY)

$541K

People on this filing

Neil Shoaf signed Neil E. Shoaf's 2024 Form 5500 as plan administrator.

Neil Shoaf — 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

Neil E. Shoaf's EIN is 59-2167470.

EIN 59-2167470

Plan number 002

Plan year 2024

ACK ID 20250910120937NAL0021160161001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Neil E. Shoaf from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Neil E. Shoaf's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 average account balance (92nd percentile).

Plan sponsor

Name

NEIL E. SHOAF

EIN

all filings

Address

3224 WEST KENNEDY BLVD. · TAMPA, FL · 33609

Phone

(813) 879-7808

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-10

Pension benefit codes

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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