Original filing (PDF)20251014150537NAL0006563634001

SHETH TAX, INC.

Name: SHETH TAX, INC. — SHETH TAX 401K PLAN, Form 5500 (2024)
Creator: SHETH TAX, INC.

Form 5500-SF

FILING_RECEIVED

SHETH TAX 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$326K

Net assets (EOY)

$326K

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (21st percentile).

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 SHETH TAX, INC..

Plan sponsor

Name

SHETH TAX, INC.

EIN

83-2491626all filings

Address

3285 JOHN F KENNEDY BLVD · 2ND FLOOR · JERSEY CITY, NJ · 07307

Phone

(201) 420-1100

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

2025-10-14

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

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

TAG ACCOUNTING & TAX SERVICES LLC

TAG ACCOUNTING & TAX SERVICES LLC 401K PSP

$326K · 1 participants

WANDA E O'MALLEY CPA PLLC

WANDA E. O'MALLEY CPA, PLLC

$326K · 4 participants

CARRIE BARON CPA PA

CARRIE BARON CPA PA 401(K) PROFIT SHARING PLAN

$326K · 6 participants

VITUS CPAS, LLC

VITUS CPAS, LLC 401(K) PLAN AND TRUST

$326K · 6 participants

P & C GROUP, INC.

P & C GROUP, INC. 401(K) PLAN

$326K · 5 participants

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.