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STEVEN M. STELL CPA, PLLC — STEVEN M. STELL CPA 401(K) PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20250116135313NAL0023492273001
STEVEN M. STELL CPA, PLLC
Form 5500-SF
FILING_RECEIVED
STEVEN M. STELL CPA 401(K) PLAN
401(k) retirement plan
Signals · 1
Late filing · 2.0 mo
Active participants
3
Accounts w/ balance
5
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
92
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
STEVEN M. STELL CPA, PLLC
.
Find decision makers
Plan sponsor
Name
STEVEN M. STELL CPA, PLLC
EIN
80-0144242
Address
1927 S. TRYON STREET · SUITE 106 · CHARLOTTE, NC · 28203
Phone
(704) 631-2000
Industry
CPA Offices
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2025-01-16
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
Filed 2.0 months past the 10.5-month grace window.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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