Filings through .
Sponsor portfolio
Shannon K. Chavez, CPA, Inc.
EIN 20-0939995Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
1
Retirement
1
$139K assets
Welfare
0
Participants
2
1080 NIMITZVIEW DR SUITE 304 - CINCINATTI, OH 45230513-673-0045shannonchavezcpa.comLinkedIn1-10 employees
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SHANNON K. CHAVEZ CPA 401(K) PLAN | 401(k) | $139K | 2 | 2025 |
Retirement plans