Original filing (PDF)20251015200725NAL0005791089001

SHIBLEY MANAGEMENT, INC.

Name: SHIBLEY MANAGEMENT, INC. — SHIBLEY MANAGEMENT, INC. PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: SHIBLEY MANAGEMENT, INC.

Form 5500-SF

FILING_RECEIVED

SHIBLEY MANAGEMENT, INC. PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

104

Plan assets (EOY)

$6.0M

Net assets (EOY)

$6.0M

Plan health score

/ 100

Grade B

Above-average plan

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SHIBLEY MANAGEMENT, INC..

Plan sponsor

Name

SHIBLEY MANAGEMENT, INC.

EIN

34-1688522

Address

30 NORTH MAIN STREET · CHAGRIN FALLS, OH · 44022

Phone

(440) 247-8338

Industry

Accommodation & Food Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Accommodation & Food Services plans

AMOURA, INC.

AMOURA, INC. SALARY DEFERRAL PLAN

$6.0M · 19 participants

SODEXO, INC.

SODEXO, INC. DENTAL PLAN

$5.9M · 27,052 participants

BOVA FOOD DISTRIBUTORS, INC.

BOVA FOOD DISTRIBUTORS, INC. 401(K) PROFIT SHARING PLAN

$6.0M · 71 participants

MOONLITE BAR-B-QUE INN, INC.

MOONLITE BAR-B-QUE INN, INC. 401(K) PROFIT SHARING PLAN

$5.8M · 80 participants

EVINOS CORPORATION

EVINOS CORPORATION 401(K) PROFIT SHARING PLAN

$6.2M · 32 participants