How big is Shultz Machine Inc.'s plan?

Shultz Machine Inc.'s plan reported $49K in assets and 5 participants for 2024.

Original filing (PDF)20251007090007NAL0004530577001

Shultz Machine Inc.

Name: Shultz Machine Inc. — Shultz Machine Inc. 401(k), Form 5500 (2024)
Creator: Shultz Machine Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Shultz Machine Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Shultz Machine Inc.'s Shultz Machine Inc. 401(k) Profit Sharing Plan held $49K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$49K

Net assets (EOY)

$49K

Plan identifiers

Shultz Machine Inc.'s EIN is 27-0530374.

EIN 27-0530374

Plan number 002

Plan year 2024

ACK ID 20251007090007NAL0004530577001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Shultz Machine Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Shultz Machine Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

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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