Original filing (PDF)20251021085906NAL0003235138001

MARTIN L SCHECKNER CPA PA

Name: MARTIN L SCHECKNER CPA PA — MARTIN L SCHECKNER CPA PA 401K PROFIT SHARING PLAN, Form 5500 (2024)
Creator: MARTIN L SCHECKNER CPA PA

Form 5500-SF

FILING_RECEIVED

MARTIN L SCHECKNER CPA PA 401K PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan health score

/ 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

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MARTIN L SCHECKNER CPA PA.

Plan sponsor

Name

MARTIN L SCHECKNER CPA PA

EIN

65-0365588

Address

18001 OLD CUTLER RD STE 421 · PALMETTO BAY, FL · 331576435

Phone

(786) 201-4921

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-21

Pension benefit codes

2E · Profit-sharing

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

2S · Automatic enrollment

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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