How big is Pejsa & Shepherd's plan?

Pejsa & Shepherd's plan reported $2.4M in assets and 4 participants for 2024.

Original filing (PDF)20250725180200NAL0015526434003

Pejsa & Shepherd

Name: Pejsa & Shepherd — Pejsa & Shepherd, an Accountancy, Form 5500 (2024)
Creator: Pejsa & Shepherd
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Pejsa & Shepherd, an Accountancy Corporation Profit Sharing Plan

401(k) retirement plan · Pejsa & Shepherd's Pejsa & Shepherd, an Accountancy Corporation Profit Sharing Plan held $2.4M in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

People on this filing

Richard R. Pejsa signed Pejsa & Shepherd's 2024 Form 5500 as plan administrator.

Richard R. Pejsa — 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

Pejsa & Shepherd's EIN is 95-3128817.

EIN 95-3128817

Plan number 002

Plan year 2024

ACK ID 20250725180200NAL0015526434003

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Pejsa & Shepherd from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Pejsa & Shepherd's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

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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