Original filing (PDF)20250506091132NAL0009082369001

FULLENKAMP, JOBEUN, JOHNSON & BELLER LLP

Name: FULLENKAMP, JOBEUN, JOHNSON & BELLER LLP — FULLENKAMP, JOBEUN, JOHNSON & BELLER LLP CASH BALANCE PLAN, Form 5500 (2024)
Creator: FULLENKAMP, JOBEUN, JOHNSON & BELLER LLP

Form 5500-SF

FILING_RECEIVED

FULLENKAMP, JOBEUN, JOHNSON & BELLER LLP CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FULLENKAMP, JOBEUN, JOHNSON & BELLER LLP.

Plan sponsor

Name

FULLENKAMP, JOBEUN, JOHNSON & BELLER LLP

EIN

47-0521328

Address

11440 WEST CENTER ROAD · #C · OMAHA, NE · 68144

Phone

(402) 334-0700

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-06

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

3B · Covers self-employed individuals

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

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