Original filing (PDF)20251011122517NAL0008503585001

THE LAW OFFICES OF DAVID W. SHEVES, PLLC

Name: THE LAW OFFICES OF DAVID W. SHEVES, PLLC — SHEVES LAW CASH BALANCE PLAN, Form 5500 (2024)
Creator: THE LAW OFFICES OF DAVID W. SHEVES, PLLC

Form 5500-SF

FILING_RECEIVED

SHEVES LAW CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$332K

Net assets (EOY)

$332K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE LAW OFFICES OF DAVID W. SHEVES, PLLC.

Plan sponsor

Name

THE LAW OFFICES OF DAVID W. SHEVES, PLLC

EIN

47-3908194

Address

2609 HIBERNIA ST. · DALLAS, TX · 75204

Phone

(972) 863-3940

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator