Original filing (PDF)20250707082812NAL0005559472001

JOHN B SHIRLEY DBA S & S EXPRESS

Name: JOHN B SHIRLEY DBA S & S EXPRESS — JOHN B SHIRLEY DBA S & S EXPRESS 401(K), Form 5500 (2024)
Creator: JOHN B SHIRLEY DBA S & S EXPRESS

Form 5500-SF

FILING_RECEIVED

JOHN B SHIRLEY DBA S & S EXPRESS 401(K)

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$197K

Net assets (EOY)

$197K

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 JOHN B SHIRLEY DBA S & S EXPRESS.

Plan sponsor

Name

JOHN B SHIRLEY DBA S & S EXPRESS

EIN

36-4768338

Address

214 BRAGG DRIVE · MILAM, TX · 75959

Phone

(409) 625-1137

Industry

Transportation & Warehousingsee 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

2025-07-07

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

3B · Covers self-employed individuals

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Transportation & Warehousing plans

GRIESS TRUCKING LLC

GRIESS TRUCKING LLC SAFE HARBOR 401(K) PLAN

$197K · 8 participants

GREAT NORTHERN SHIPPING COMPANY INC

GREAT NORTHERN SHIPPING COMPANY INC 401(K) PLAN

$197K · 30 participants

INFINITE MILES LLC

INFINITE MILES LLC 401(K) PLAN

$197K · 50 participants

KAD LOGISTICS

KAD LOGISTICS 401(K) PLAN

$197K · 44 participants

STC TRUCKING, INC.

STC TRUCKING, INC. 401(K) PLAN

$197K · 6 participants