Original filing (PDF)20250401103305NAL0011358560001

ALFRED AND STEPHANIE SHUMAN

Name: ALFRED AND STEPHANIE SHUMAN — ALFRED AND STEPHANIE SHUMAN 401K PLAN, Form 5500 (2024)
Creator: ALFRED AND STEPHANIE SHUMAN

Form 5500-SF

FILING_RECEIVED

ALFRED AND STEPHANIE SHUMAN 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$269K

Net assets (EOY)

$269K

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 ALFRED AND STEPHANIE SHUMAN.

Plan sponsor

Name

ALFRED AND STEPHANIE SHUMAN

EIN

13-3995114

Address

33 WINDMILL LANE · EAST HAMPTON, NY · 11937

Phone

(516) 850-8252

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-01

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

3B · Covers self-employed individuals

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

JOE THE PLUMBER PLUS, INC.

JOE THE PLUMBER PLUS, INC. INCENTIVE SAVINGS PLAN

$269K · 13 participants

M.D.L. PROPERTY MAINTENANCE, INC.

M.D.L. PROPERTY MAINTENANCE 401(K) PLAN

$273K · 114 participants

KENNY'S LOCK INC.

KENNY'S LOCK INC. 401(K) RETIREMENT PLAN

$265K · 8 participants

ONE CALL RETAIL SERVICES

ONE CALL RETAIL SERVICES INC. 401K PROFIT SHARING PLAN TRUST

$274K · 3 participants

ARNOLD J. & BERTHA GALARZA

ROTO ROOTER 401(K) PROFIT SHARING PLAN