Original filing (PDF)20250725180200NAL0015526434003

PEJSA & SHEPHERD

Name: PEJSA & SHEPHERD — PEJSA & SHEPHERD, AN ACCOUNTANCY CORPORATION PROFIT SHARING PLAN, Form 5500 (2024)
Creator: PEJSA & SHEPHERD

Form 5500-SF

FILING_RECEIVED

PEJSA & SHEPHERD, AN ACCOUNTANCY CORPORATION PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PEJSA & SHEPHERD.

Plan sponsor

Name

PEJSA & SHEPHERD

EIN

95-3128817

Address

180 S LAKE AVENUE SUITE 600 · PASADENA, CA · 91101

Phone

(626) 795-4076

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Name

PEJSA & SHEPHERD

EIN

95-3128817

City

PASADENA, CA

Phone

(626) 795-4076

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-04-01

Tax period

2025-03-31

Filed

2025-07-25

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

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

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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