Original filing (PDF)20240925140529NAL0019931824001

SHORT & ASSOCIATES P.C.

Name: SHORT & ASSOCIATES P.C. — SHORT & ASSOCIATES P.C. 401K PLAN, Form 5500 (2023)
Creator: SHORT & ASSOCIATES P.C.

Form 5500-SF

FILING_RECEIVED

SHORT & ASSOCIATES P.C. 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

100

/ 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SHORT & ASSOCIATES P.C..

Plan sponsor

Name

SHORT & ASSOCIATES P.C.

EIN

75-2569711

Address

3001 DALLAS PKWY SUITE 750 · FRISCO, TX · 75034

Phone

(972) 978-7776

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-04-08

Filed

2024-09-25

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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