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SHAMBERG, JOHNSON, BERGMAN, CHARTER — SHAMBERG, JOHNSON & BERGMAN, CHARTERED PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250402100709NAL0005295107001
SHAMBERG, JOHNSON, BERGMAN, CHARTER
Form 5500-SF
FILING_RECEIVED
SHAMBERG, JOHNSON & BERGMAN, CHARTERED PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
15
Accounts w/ balance
28
Plan assets (EOY)
$14.2M
Net assets (EOY)
$14.2M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SHAMBERG, JOHNSON, BERGMAN, CHARTER
.
Find decision makers
Plan sponsor
Name
SHAMBERG, JOHNSON, BERGMAN, CHARTER
EIN
48-0798720
Address
2600 GRAND BLVD, SUITE 550 · KANSAS CITY, MO · 64108
Phone
(816) 474-0004
Industry
Law Offices
· Professional & Technical Services
see 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
2025-04-02
Pension benefit codes
2E · Profit-sharing
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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Helping the score
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