How big is Shubert and Company, P.C.'s plan?

Shubert and Company, P.C.'s plan reported $1.1M in assets and 8 participants for 2024.

Original filing (PDF)20250729135114NAL0003395073001

Shubert and Company, P.C.

Name: Shubert and Company, P.C. — Shubert & Company, P.C., Form 5500 (2024)
Creator: Shubert and Company, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Shubert & Company, P.C. 401(k) Plan

401(k) retirement plan · Shubert and Company, P.C.'s Shubert & Company, P.C. 401(k) Plan held $1.1M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Don Shubert signed Shubert and Company, P.C.'s 2024 Form 5500 as plan administrator.

Don Shubert — 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

Shubert and Company, P.C.'s EIN is 58-2362915.

EIN 58-2362915

Plan number 001

Plan year 2024

ACK ID 20250729135114NAL0003395073001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Shubert and Company, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Shubert and Company, P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SHUBERT AND COMPANY, P.C..

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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

Knocking points off