How big is Donald Shelden Insurance Services' plan?

Donald Shelden Insurance Services' plan reported $5.5M in assets and 2 participants for 2024.

Original filing (PDF)20251014191626NAL0007225874001

Donald Shelden Insurance Services

Name: Donald Shelden Insurance Services — Donald Shelden, Form 5500 (2024)
Creator: Donald Shelden Insurance Services
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Donald Shelden Insurance Services Profit Sharing Plan and Trust

Defined-contribution retirement plan · Donald Shelden Insurance Services' Donald Shelden Insurance Services Profit Sharing Plan and Trust held $5.5M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.5M

Net assets (EOY)

$5.5M

People on this filing

Donald Shelden signed Donald Shelden Insurance Services' 2024 Form 5500 as plan administrator.

Donald Shelden — 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

Donald Shelden Insurance Services' EIN is 57-1205938.

EIN 57-1205938

Plan number 001

Plan year 2024

ACK ID 20251014191626NAL0007225874001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Donald Shelden Insurance Services from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Donald Shelden Insurance Services' plan includes profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DONALD SHELDEN INSURANCE SERVICES.

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score