Original filing (PDF)20240418162221NAL0003438419001

JONATHAN A. SHANKER & BRIAN A. SCHLUETER, P.C.

Name: JONATHAN A. SHANKER & BRIAN A. SCHLUETER, P.C. — JONATHAN A. SHANKER & BRIAN A. SCHLUETER, P.C. CASH BALANCE PENSION PLAN, Form 5500 (2023)
Creator: JONATHAN A. SHANKER & BRIAN A. SCHLUETER, P.C.

Form 5500-SF

FILING_RECEIVED

JONATHAN A. SHANKER & BRIAN A. SCHLUETER, P.C. CASH BALANCE PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off

Plan is frozen (1I) — no new benefit accrual.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JONATHAN A. SHANKER & BRIAN A. SCHLUETER, P.C..

Plan sponsor

Name

JONATHAN A. SHANKER & BRIAN A. SCHLUETER, P.C.

EIN

43-1111743all filings

Address

12111 TESSON FERRY PROFESSIONAL CEN · ST. LOUIS, MO · 63128

Phone

(314) 842-4105

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator