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SHELTON TAYLOR & ASSOCIATES, INC. — SHELTON TAYLOR & ASSOCIATES, INC. CASH BALANCE PENSION PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251006160938NAL0002037139001
SHELTON TAYLOR & ASSOCIATES, INC.
Form 5500-SF
FILING_RECEIVED
SHELTON TAYLOR & ASSOCIATES, INC. CASH BALANCE PENSION PLAN
Defined-benefit pension plan
Active participants
9
Accounts w/ balance
—
Plan assets (EOY)
$2.6M
Net assets (EOY)
$2.6M
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
SHELTON TAYLOR & ASSOCIATES, INC.
.
Find decision makers
Plan sponsor
Name
SHELTON TAYLOR & ASSOCIATES, INC.
EIN
58-2016113
Address
1932 W. MOREHEAD STREET · CHARLOTTE, NC · 28208
Phone
(770) 313-3286
Industry
Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-06
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
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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100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
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