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SCHOEDEL & SCHOEDEL, CPAS, PLLC — SCHOEDEL & SCHOEDEL 401 K PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250730165606NAL0005050017005
SCHOEDEL & SCHOEDEL, CPAS, PLLC
Form 5500-SF
FILING_RECEIVED
SCHOEDEL & SCHOEDEL 401 K PLAN
401(k) retirement plan
Active participants
11
Accounts w/ balance
16
Plan assets (EOY)
$8.3M
Net assets (EOY)
$8.3M
Plan health score (directional)
89
/ 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
100
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
SCHOEDEL & SCHOEDEL, CPAS, PLLC
.
Find decision makers
Plan sponsor
Name
SCHOEDEL & SCHOEDEL, CPAS, PLLC
EIN
91-0614823
Address
422 W RIVERSIDE STE 1420 · SPOKANE, WA · 99201
Phone
(509) 747-2158
Industry
CPA Offices
· Professional & Technical Services
see 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
2025-07-30
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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