Original filing (PDF)20250416220913NAL0000452720017

MATTHEW SHELL CPA, PLLC

Name: MATTHEW SHELL CPA, PLLC — MATTHEW SHELL CPA 401(K) PLAN, Form 5500 (2024)
Creator: MATTHEW SHELL CPA, PLLC

Form 5500-SF

FILING_RECEIVED

MATTHEW SHELL CPA 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$128K

Net assets (EOY)

$128K

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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Decision-maker contacts

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

Plan sponsor

Name

MATTHEW SHELL CPA, PLLC

EIN

81-1128937all filings

Address

102 E WALKER ST. STE 101 · LEAGUE CITY, TX · 77573

Phone

(281) 557-1065

Industry