How big is Shultz Appraisal, Inc.'s plan?

Shultz Appraisal, Inc.'s plan reported $1.0M in assets and 5 participants for 2024.

Original filing (PDF)20250530093332NAL0015370048001

Shultz Appraisal, Inc.

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

Form 5500-SF

FILING_RECEIVED

Shultz Appraisal, Inc. 401(k) Plan

401(k) retirement plan · Shultz Appraisal, Inc.'s Shultz Appraisal, Inc. 401(k) Plan held $1.0M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

People on this filing

Robert M. Congdon signed Shultz Appraisal, Inc.'s 2024 Form 5500 as plan administrator.

Robert M. Congdon — 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

Shultz Appraisal, Inc.'s EIN is 35-1904711.

EIN 35-1904711

Plan number 001

Plan year 2024

ACK ID 20250530093332NAL0015370048001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Shultz Appraisal, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SHULTZ APPRAISAL, INC..

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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