Original filing (PDF)20230706110845NAL0014485889001

SHULTS & SHULTS

Name: SHULTS & SHULTS — SHULTS & SHULTS PENSION PLAN, Form 5500 (2022)
Creator: SHULTS & SHULTS

Form 5500-SF

FILING_RECEIVED

SHULTS & SHULTS PENSION PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

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 SHULTS & SHULTS.

Plan sponsor

Name

SHULTS & SHULTS

EIN

16-0635200

Address

9 SENECA ST · PO BOX 490 · HORNELL, NY · 148430490

Phone

(607) 324-1104

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-07-06

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

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

2C · Money purchase (other than target benefit)

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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