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JEAN SHONER — H&R BLOCK OF CHELSEA SAFE HARBOR 401K, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20240531180057NAL0030984706001
JEAN SHONER
Form 5500-SF
FILING_RECEIVED
H&R BLOCK OF CHELSEA SAFE HARBOR 401K
401(k) retirement plan
Active participants
14
Accounts w/ balance
21
Plan assets (EOY)
$1.0M
Net assets (EOY)
$1.0M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
JEAN SHONER
.
Find decision makers
Plan sponsor
Name
JEAN SHONER
DBA
H&R BLOCK OF CHELSEA
EIN
38-2222445
Address
1171 S MAIN ST STE 3 · CHELSEA, MI · 481181621
Phone
(734) 475-2752
Industry
Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-05-31
Pension benefit codes
2R · Participant-directed brokerage (SDBA)
2J · 401(k) feature
3B · Covers self-employed individuals
2G · Total participant-directed accounts
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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Helping the score
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