Original filing (PDF)20250227125801NAL0001026419001

SHEFFER LAW FIRM, PLLC

Name: SHEFFER LAW FIRM, PLLC — SHEFFER LAW FIRM, PLLC 401(K) PLAN, Form 5500 (2024)
Creator: SHEFFER LAW FIRM, PLLC

Form 5500-SF

FILING_RECEIVED

SHEFFER LAW FIRM, PLLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

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 SHEFFER LAW FIRM, PLLC.

Plan sponsor

Name

SHEFFER LAW FIRM, PLLC

EIN

20-4115792

Address

101 S. 5TH STREET · STE 1450 · LOUISVILLE, KY · 40202

Phone

(502) 992-0840

Industry

Law Offices· Professional & Technical Servicessee 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

2025-02-27

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

ROBERT E. CALLAHAN, ATTORNEY AT LAW

ROBERT E. CALLAHAN, ATTORNEY AT LAW PROFIT SHARING PLAN

$2.3M · 2 participants

BIESTY & GARRETTY, APC

BIESTY & GARRETTY, APC 401(K) PROFIT SHARING PLAN

$2.3M · 4 participants

CURRIN COMPLIANCE SERVICES, INC.

CURRIN COMPLIANCE SERVICES, INC. PROFIT SHARING 401(K) PLAN

$2.3M · 6 participants

MCPHILLIPS FITZGERALD & CULLUM

MCPHILLIPS FITZGERALD & CULLUM FROZEN PENSION PLAN

$2.3M · 8 participants

NASS CANCELLIERE

NASS CANCELLIERE 401(K) PLAN