How big is Shimrit Associates, Inc.'s plan?

Shimrit Associates, Inc.'s plan reported $291K in assets and 2 participants for 2024.

Original filing (PDF)20250917122627NAL0000522304001

Shimrit Associates, Inc.

Name: Shimrit Associates, Inc. — Shimrit Associates, Inc., Form 5500 (2024)
Creator: Shimrit Associates, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Shimrit Associates, Inc. Defined Benefit Plan

Defined-benefit pension plan · Shimrit Associates, Inc.'s Shimrit Associates, Inc. Defined Benefit Plan held $291K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$291K

Net assets (EOY)

$291K

Plan identifiers

Shimrit Associates, Inc.'s EIN is 11-3455176.

EIN 11-3455176

Plan number 001

Plan year 2024

ACK ID 20250917122627NAL0000522304001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Shimrit Associates, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Shimrit Associates, Inc.'s plan includes a defined-benefit pension formula.

Decision-maker contacts

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score