Original filing (PDF)20250314085027NAL0037128912001

SHIELD OF DAVID, INC. D/B/A THE SHIELD INSTITUTE

Name: SHIELD OF DAVID, INC. D/B/A THE SHIELD INSTITUTE — PROFIT SHARING PLAN FOR NON-UNION EMPLOYEES OF THE SHIELD INSTITUTE, Form 5500 (2023)
Creator: SHIELD OF DAVID, INC. D/B/A THE SHIELD INSTITUTE

Form 5500-SF

FILING_RECEIVED

PROFIT SHARING PLAN FOR NON-UNION EMPLOYEES OF THE SHIELD INSTITUTE

Defined-contribution 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 SHIELD OF DAVID, INC. D/B/A THE SHIELD INSTITUTE.

Plan sponsor

Name

SHIELD OF DAVID, INC. D/B/A THE SHIELD INSTITUTE

EIN

13-1740041

Address

144-61 ROOSEVELT AVENUE · FLUSHING, NY · 113546252

Phone

(718) 269-2023

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-03-14

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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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