Original filing (PDF)20250822145457NAL0005393569001

SHAMBAUGH, KAST, BECK AND WILLIAMS, LLP

Name: SHAMBAUGH, KAST, BECK AND WILLIAMS, LLP — SHAMBAUGH, KAST, BECK AND WILLIAMS, LLP PROFIT SHARING PLAN, Form 5500 (2024)
Creator: SHAMBAUGH, KAST, BECK AND WILLIAMS, LLP

Form 5500-SF

FILING_RECEIVED

SHAMBAUGH, KAST, BECK AND WILLIAMS, LLP PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.8M

Net assets (EOY)

$6.8M

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 SHAMBAUGH, KAST, BECK AND WILLIAMS, LLP.

Plan sponsor

Name

SHAMBAUGH, KAST, BECK AND WILLIAMS, LLP

EIN

35-1482529

Address

229 WEST BERRY STREET, SUITE 400 · FORT WAYNE, IN · 46802

Phone

(260) 423-1430

Industry

Law Offices· Professional & Technical 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

2025-08-22

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

3B · Covers self-employed individuals

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

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

MADSEN, PRESTLEY & PARENTEAU, LLC

MPP 401K PLAN

$6.8M · 9 participants

MARK B. RUBIN, P.C.

MARK B. RUBIN DEFINED BENEFIT PLAN

$6.8M · 4 participants

FAVRET, DEMAREST, RUSSO, LUTKEWITTE & SCHAUMBURG, APLC

FAVRET DEMAREST RUSSO, LUTKEWITTE & SCHAUMBURG, APLC SAVINGS PLAN AND TRUST

$6.8M · 11 participants

GARDNER, WEISS & ROSENBLUM, LLP

GARDNER, WEISS & ROSENBLUM, LLP 401(K) AND PROFIT SHARING PLAN

$6.8M · 6 participants

MCMILLAN, PSAROUDIS & MARKEY, PA

MCMILLAN & PSAROUDIS, P.A. 401(K) PLAN