How big is Jim Shaffer and Associates, LLC's plan?

Jim Shaffer and Associates, LLC's plan reported $75K in assets and 10 participants for 2024.

Original filing (PDF)20250911155132NAL0001624290001

Jim Shaffer and Associates, LLC

Name: Jim Shaffer and Associates, LLC — JSA 401(k) Plan, Form 5500 (2024)
Creator: Jim Shaffer and Associates, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

JSA 401(k) Plan

401(k) retirement plan · Jim Shaffer and Associates, LLC's JSA 401(k) Plan held $75K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$75K

Net assets (EOY)

$75K

People on this filing

GINA Jones signed Jim Shaffer and Associates, LLC's 2024 Form 5500 as plan administrator.

GINA Jones — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Jim Shaffer and Associates, LLC's EIN is 46-4273451.

EIN 46-4273451

Plan number 001

Plan year 2024

ACK ID 20250911155132NAL0001624290001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jim Shaffer and Associates, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jim Shaffer and Associates, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

Plan health score

Above-average plan

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