Original filing (PDF)20251007163710NAL0004859665001

SHALHOUB & COMPANY, LLC

Name: SHALHOUB & COMPANY, LLC — SHALHOUB & COMPANY, LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: SHALHOUB & COMPANY, LLC

Form 5500-SF

FILING_RECEIVED

SHALHOUB & COMPANY, LLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$979K

Net assets (EOY)

$979K

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

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (99th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SHALHOUB & COMPANY, LLC.

Plan sponsor

Name

SHALHOUB & COMPANY, LLC

EIN

46-3962822

Address

214 WALNUT AVENUE · CRANFORD, NJ · 07016

Phone

(908) 276-8111

Industry

CPA Offices· 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

2025-10-07

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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

Related plans

Similar-size CPA Offices plans

ALTUM, LLP

ALTUM, LLP 401(K) PROFIT SHARING PLAN

$979K · 2 participants

HERRING & SESSOMS, P.A.

HERRING & SESSOMS, P.A. 401(K) PLAN

$979K · 5 participants

LOBERG & ASSOCIATES, LLC

LOBERG & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN

$979K · 7 participants

OTEMANU GROUP LLC

OTEMANU GROUP LLC CASH BALANCE PENSION PLAN

$979K · 3 participants

YAEGER TREVISO & ASSOCIATES IN

YAEGER TREVISO & ASSOCIATES IN 401(K) PROFIT SHARING PLAN & TRUST

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