How big is Shanafelt CPA LLC's plan?

Shanafelt CPA LLC's plan reported $912 in assets for 2025.

Original filing (PDF)20260428221157NAL0015765056049

Shanafelt CPA LLC

Name: Shanafelt CPA LLC — Shanafelt CPA LLC 401(k) Plan, Form 5500 (2025)
Creator: Shanafelt CPA LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Shanafelt CPA LLC 401(k) Plan

401(k) retirement plan · Shanafelt CPA LLC's Shanafelt CPA LLC 401(k) Plan reported $912 in plan assets in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$912

Net assets (EOY)

$912

People on this filing

Elantha Barry signed Shanafelt CPA LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Shanafelt CPA LLC's EIN is 85-1540984.

EIN 85-1540984

Plan number 002

Plan year 2025

ACK ID 20260428221157NAL0015765056049

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Shanafelt CPA LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Shanafelt CPA LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Above-average plan

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