Original filing (PDF)20251014103200NAL0005433506001

SHARPE & ASSOCIATES, PLLC

Name: SHARPE & ASSOCIATES, PLLC — SHARPE & ASSOCIATES, PLLC PROFIT SHARING PLAN, Form 5500 (2024)
Creator: SHARPE & ASSOCIATES, PLLC

Form 5500-SF

FILING_RECEIVED

SHARPE & ASSOCIATES, PLLC PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$476K

Net assets (EOY)

$476K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SHARPE & ASSOCIATES, PLLC.

Plan sponsor

Name

SHARPE & ASSOCIATES, PLLC

EIN

74-3093240all filings

Address

6688 N. CENTRAL EXPRESSWAY · SUITE 450 · DALLAS, TX · 75206

Phone

(214) 742-6065

Industry

Law Offices· Professional & Technical Servicessee all

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

2025-10-14

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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

3B · Covers self-employed individuals

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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