How big is SCOT Shyman, Cfp(r)'s plan?

SCOT Shyman, Cfp(r)'s plan reported $1.7M in assets and 2 participants for 2024.

Original filing (PDF)20251010164226NAL0013550848001

SCOT Shyman, Cfp(r)

Name: SCOT Shyman, Cfp(r) — SCOT Shyman, CFPR 401(k), Form 5500 (2024)
Creator: SCOT Shyman, Cfp(r)
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SCOT Shyman, CFPR 401(k) Profit Sharing Plan

401(k) retirement plan · SCOT Shyman, Cfp(r)'s SCOT Shyman, CFPR 401(k) Profit Sharing Plan held $1.7M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

SCOT Shyman signed SCOT Shyman, Cfp(r)'s 2024 Form 5500 as plan administrator.

SCOT Shyman — 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

SCOT Shyman, Cfp(r)'s EIN is 86-1025701.

EIN 86-1025701

Plan number 001

Plan year 2024

ACK ID 20251010164226NAL0013550848001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for SCOT Shyman, Cfp(r) from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

SCOT Shyman, Cfp(r)'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SCOT SHYMAN, CFP(R).

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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