Original filing (PDF)20250702150703NAL0013117729001

SHELDONS, INC.

Name: SHELDONS, INC. — SHELDONS', INC. RETIREMENT INCOME PLAN, Form 5500 (2023)
Creator: SHELDONS, INC.

Form 5500-SF

FILING_RECEIVED

SHELDONS', INC. RETIREMENT INCOME PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.7M

Net assets (EOY)

$9.7M

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 SHELDONS, INC..

Plan sponsor

Name

SHELDONS, INC.

EIN

39-0886011

Address

626 CENTER STREET · ANTIGO, WI · 54409

Phone

(715) 623-2382

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-07-02

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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