How big is Shane and Shane, P.A.'s plan?

Shane and Shane, P.A.'s plan reported $2.2M in assets and 9 participants for 2024.

Original filing (PDF)20250325101538NAL0010113155001

Shane and Shane, P.A.

Name: Shane and Shane, P.A. — Shane and Shane, P.A., Form 5500 (2024)
Creator: Shane and Shane, P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Shane and Shane, P.A. Retirement Plan

401(k) retirement plan · Shane and Shane, P.A.'s Shane and Shane, P.A. Retirement Plan held $2.2M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

Plan identifiers

Shane and Shane, P.A.'s EIN is 59-2567398.

EIN 59-2567398

Plan number 002

Plan year 2024

ACK ID 20250325101538NAL0010113155001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Shane and Shane, P.A. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Shane and Shane, P.A.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SHANE AND SHANE, P.A..

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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

Knocking points off