Original filing (PDF)20251015144323NAL0010139618001

LARIS SHELMAN & SONS TRUCKING,INC.

Name: LARIS SHELMAN & SONS TRUCKING,INC. — SHELMAN TRUCKING 401(K) PLAN, Form 5500 (2024)
Creator: LARIS SHELMAN & SONS TRUCKING,INC.

Form 5500-SF

FILING_RECEIVED

SHELMAN TRUCKING 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$221K

Net assets (EOY)

$221K

Plan health score (directional)

/ 100

Grade B

Above-average plan

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 LARIS SHELMAN & SONS TRUCKING,INC..

Plan sponsor

Name

LARIS SHELMAN & SONS TRUCKING,INC.

EIN

42-1333870

Address

709 W HWY 78 · WINFIELD, IA · 52569

Phone

(319) 257-6681

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

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

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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