Original filing (PDF)20230218102630NAL0088048210001

DAVID R SHIBLEY & ASSOCIATES

Name: DAVID R SHIBLEY & ASSOCIATES — DAVID R SHIBLEY & ASSOCIATES DEFINED BENEFIT PENSION PLAN, Form 5500 (2022)
Creator: DAVID R SHIBLEY & ASSOCIATES

Form 5500-SF

FILING_RECEIVED

DAVID R SHIBLEY & ASSOCIATES DEFINED BENEFIT PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

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 DAVID R SHIBLEY & ASSOCIATES.

Plan sponsor

Name

DAVID R SHIBLEY & ASSOCIATES

EIN

33-0569359

Address

1923 BEDFORD PLACE · ESCONDIDO, CA · 920295409

Phone

(760) 737-9007

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-02-18

Pension benefit codes

1A · Pay-related DB formula

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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