Original filing (PDF)20240502101140NAL0009511107001

Sudekum, Cassidy & Shulruff, Chartered

Name: Sudekum, Cassidy & Shulruff, Chartered — Form 5500 Plan 002 (2023)
Creator: Sudekum, Cassidy & Shulruff, Chartered
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sudekum, Cassidy & Shulruff, CHTD. Cash Balance Plan

Defined-benefit pension plan · Sudekum, Cassidy & Shulruff, Chartered's Sudekum, Cassidy & Shulruff, CHTD. Cash Balance Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

People on this filing

John Cassidy signed Sudekum, Cassidy & Shulruff, Chartered's 2023 Form 5500 as plan administrator.

John Cassidy — 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

Sudekum, Cassidy & Shulruff, Chartered's EIN is 36-3866178.

EIN 36-3866178

Plan number 002

Plan year 2023

ACK ID 20240502101140NAL0009511107001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Sudekum, Cassidy & Shulruff, Chartered from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Sudekum, Cassidy & Shulruff, Chartered's plan includes a defined-benefit pension formula, a cash-balance formula, a frozen benefit (no new accruals).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SUDEKUM, CASSIDY & SHULRUFF, CHARTERED.

Finding similar companies…

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off

Plan is frozen (1I) — no new benefit accrual.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

SUDEKUM, CASSIDY & SHULRUFF, CHARTERED

EIN

all filings

Address

20 N. CLARK STREET, SUITE 2450 · CHICAGO, IL · 606025110

Phone

(312) 803-6250

Industry

Law Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-10-31

Filed

2024-05-02

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

1I · Frozen plan — no new benefit accrual

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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