Original filing (PDF)20231113093827NAL0007055714001

Jim Shaffer and Associates, LLC

Name: Jim Shaffer and Associates, LLC — JSA Cash Balance, Form 5500 (2022)
Creator: Jim Shaffer and Associates, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

JSA Cash Balance Plan

Defined-benefit pension plan · Jim Shaffer and Associates, LLC's JSA Cash Balance Plan filed a Form 5500 for plan year 2022.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

People on this filing

James Shaffer signed Jim Shaffer and Associates, LLC's 2022 Form 5500 as plan administrator.

James Shaffer — 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 002

Plan year 2022

ACK ID 20231113093827NAL0007055714001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Jim Shaffer and Associates, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Jim Shaffer and Associates, LLC's plan includes a cash-balance formula.

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.

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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

100

Helping the score