· 2022–2024 · DOL EFAST2

WELLS, HOUSER & SCHATZEL, P.A. — WELLS, HOUSER & SCHATZEL, P.A. RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250729072604NAL0005261954001

WELLS, HOUSER & SCHATZEL, P.A.

Form 5500-SF

FILING_RECEIVED

WELLS, HOUSER & SCHATZEL, P.A. RETIREMENT PLAN

401(k) retirement plan

Active participants

11

Accounts w/ balance

13

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan health score

87

/ 100

Grade A

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

54

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WELLS, HOUSER & SCHATZEL, P.A..

Plan sponsor

Name

WELLS, HOUSER & SCHATZEL, P.A.

EIN

59-2921780

Address

500 94TH AVENUE NORTH · ST. PETERSBURG, FL · 337022406

Phone

(727) 578-1040

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Name

WELLS, HOUSER & SCHATZEL, P.A.

EIN

59-2921780

City

ST. PETERSBURG, FL

Phone

(727) 578-1040

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-29

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

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

2G · Total participant-directed accounts

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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