LAW OFFICE OF SHELLY M. INGRAM, LLC — LAW OFFICE OF SHELLY M. INGRAM, LLC 401(K) RATE GROUP PROFIT SHARING PLAN AND TRUST, Form 5500 (2024) | Form 5500 Search
LAW OFFICE OF SHELLY M. INGRAM, LLC 401(K) RATE GROUP PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Active participants
5
Accounts w/ balance
6
Plan assets (EOY)
$610K
Net assets (EOY)
$610K
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
87
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (88th percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LAW OFFICE OF SHELLY M. INGRAM, LLC.
Plan sponsor
Name
LAW OFFICE OF SHELLY M. INGRAM, LLC
EIN
46-0737064
Address
8115 MAPLE LAWN BLVD SUITE 350 · FULTON, MD · 20759
Phone
(301) 658-7354
Industry
All Other Professional Services· Professional & Technical Servicessee 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
2025-09-23
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
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
Related plans
Similar-size All Other Professional Services plans
