How big is Charles L SHOR Foundation's plan?

Charles L SHOR Foundation's plan reported $263 in assets and 4 participants for 2023.

Original filing (PDF)20240730140917NAL0031936496001

Charles L SHOR Foundation

Name: Charles L SHOR Foundation — Charles L SHOR, Form 5500 (2023)
Creator: Charles L SHOR Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Charles L SHOR Foundation SOCA Benefit Plan

Health & welfare plan · Charles L SHOR Foundation's Charles L SHOR Foundation SOCA Benefit Plan held $263 in plan assets for 4 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$263

Net assets (EOY)

$77

People on this filing

Matt Appenzeller signed Charles L SHOR Foundation's 2023 Form 5500 as plan administrator.

Matt Appenzeller — 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

Charles L SHOR Foundation's EIN is 30-0124473.

EIN 30-0124473

Plan number 501

Plan year 2023

ACK ID 20240730140917NAL0031936496001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Charles L SHOR Foundation from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Charles L SHOR Foundation's plan includes health coverage.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CHARLES L SHOR FOUNDATION.

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score