Original filing (PDF)20250815085925NAL0012619584001

SHANNON T. PITNER & COMPANY

Name: SHANNON T. PITNER & COMPANY — SHANNON PITNER & CO 401(K) PLAN, Form 5500 (2024)
Creator: SHANNON T. PITNER & COMPANY

Form 5500-SF

FILING_RECEIVED

SHANNON PITNER & CO 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SHANNON T. PITNER & COMPANY.

Plan sponsor

Name

SHANNON T. PITNER & COMPANY

EIN

59-3161033

Address

410 NORTH MIRAMAR AVENUE · INDIALANTIC, FL · 32903

Phone

(321) 724-1888

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee 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

2025-08-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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