How big is Sheltons Unlimited Mechanical's plan?

Sheltons Unlimited Mechanical's plan reported $263K in assets for 2024.

Original filing (PDF)20250703152244NAL0000282083001

Sheltons Unlimited Mechanical

Name: Sheltons Unlimited Mechanical — Sheltons Unlimited, Form 5500 (2024)
Creator: Sheltons Unlimited Mechanical
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sheltons Unlimited Mechanical 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Sheltons Unlimited Mechanical's Sheltons Unlimited Mechanical 401(k) Profit Sharing Plan & Trust reported $263K in plan assets in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$263K

Net assets (EOY)

$263K

People on this filing

Jerry Shelton signed Sheltons Unlimited Mechanical's 2024 Form 5500 as plan administrator.

Jerry Shelton — 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

Sheltons Unlimited Mechanical's EIN is 26-4487646.

EIN 26-4487646

Plan number 001

Plan year 2024

ACK ID 20250703152244NAL0000282083001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sheltons Unlimited Mechanical from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sheltons Unlimited Mechanical's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SHELTONS UNLIMITED MECHANICAL.

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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