How big is Sheldons, Inc.'s plan?

Sheldons, Inc.'s plan reported $9.7M in assets and 37 participants for 2023.

Original filing (PDF)20250702150703NAL0013117729001

Sheldons, Inc.

Name: Sheldons, Inc. — Sheldons', Inc. Retirement Income, Form 5500 (2023)
Creator: Sheldons, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sheldons', Inc. Retirement Income Plan

401(k) retirement plan · Sheldons, Inc.'s Sheldons', Inc. Retirement Income Plan held $9.7M in plan assets for 37 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.7M

Net assets (EOY)

$9.7M

People on this filing

Dan Sheldon signed Sheldons, Inc.'s 2023 Form 5500 as plan administrator.

Dan Sheldon — 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

Sheldons, Inc.'s EIN is 39-0886011.

EIN 39-0886011

Plan number 002

Plan year 2023

ACK ID 20250702150703NAL0013117729001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Sheldons, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Sheldons, 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 SHELDONS, 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