Original filing (PDF)20240131141842NAL0029884560001

SHAFFER HOLDINGS INC

Name: SHAFFER HOLDINGS INC — SHAFFER HOLDINGS INC. 401K PROFIT SHARING PLAN, Form 5500 (2022)
Creator: SHAFFER HOLDINGS INC

Form 5500-SF

FILING_RECEIVED

SHAFFER HOLDINGS INC. 401K PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

Late filing · 2.5 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off

Filed 2.5 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SHAFFER HOLDINGS INC.

Plan sponsor

Name

SHAFFER HOLDINGS INC

DBA

STRATA MARKETING

EIN

20-3178414

Address

22626 FOSSIL PEAK · SAN ANTONIO, TX · 782613020

Phone

(210) 545-1573

Industry

Wholesale Tradesee 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

2024-01-31

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2G · Total participant-directed accounts

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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