· 2022–2024 · DOL EFAST2

SHELTON CARR & ASSOCIATES, INC — SHELTON CARR & ASSOCIATES, INC GFB BENEFIT PLAN, Form 5500 (2024)

Original filing (PDF)20260220121239NAL0009899216001

SHELTON CARR & ASSOCIATES, INC

Form 5500-SF

FILING_RECEIVED

SHELTON CARR & ASSOCIATES, INC GFB BENEFIT PLAN

Health & welfare plan

Active participants

1

Accounts w/ balance

—

Plan assets (EOY)

$1K

Net assets (EOY)

$295

Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

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 SHELTON CARR & ASSOCIATES, INC.

Plan sponsor

Name

SHELTON CARR & ASSOCIATES, INC

EIN

45-1828971all filings

Address

6336 CONISBURGH LANE · STONE MOUNTAIN, GA · 30087

Phone

(678) 357-0526

Industry

Professional & Technical Servicessee all

Plan administrator

Name

RACHEL MOSELY

EIN

61-1927403

City

MACON, GA

Phone

(800) 342-1192

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-08-01

Tax period

2025-07-31

Filed

2026-02-20

Welfare benefit codes

4A · Health (other than dental or vision)

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

Related plans

Similar-size Professional & Technical Services plans

CUSTOM ACCOUNTING SOLUTIONS, LLC

CUSTOM ACCOUNTING SOLUTIONS, LLC 401K PLAN

$1K · 2 participants

HEALTHHARBOR LLC

HEALTHHARBOR LLC 401(K) PLAN

$997 · 15 participants

$1K · 16 participants

JOHNSON, JOHNSON & ASSOCIATES, INC.

JOHNSON, JOHNSON & ASSOCIATES 401(K) PLAN

$992 · 3 participants

BROCKMAN AND COMPANY

BROCKMAN AND COMPANY SOCA BENEFIT PLAN

$992 · 3 participants

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.