How big is Shealy Benefit Services' plan?

Shealy Benefit Services' plan reported $1.5M in assets and 10 participants for 2024.

Original filing (PDF)20250910102214NAL0021018977001

Shealy Benefit Services

Name: Shealy Benefit Services — Shealy Benefit Services, Form 5500 (2024)
Creator: Shealy Benefit Services
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Shealy Benefit Services 401(k) Plan

401(k) retirement plan · Shealy Benefit Services' Shealy Benefit Services 401(k) Plan held $1.5M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

Chris Shealy signed Shealy Benefit Services' 2024 Form 5500 as plan administrator.

Chris Shealy — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Shealy Benefit Services' EIN is 20-4413037.

EIN 20-4413037

Plan number 001

Plan year 2024

ACK ID 20250910102214NAL0021018977001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Shealy Benefit Services from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Shealy Benefit Services' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SHEALY BENEFIT SERVICES.

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score