Original filing (PDF)20250211125619NAL0019005985001

SHANNON, BANKS, & SMITH, INC.

Name: SHANNON, BANKS, & SMITH, INC. — SHANNON, BANKS & SMITH, INC.401(K) PLAN, Form 5500 (2024)
Creator: SHANNON, BANKS, & SMITH, INC.

Form 5500-SF

FILING_RECEIVED

SHANNON, BANKS & SMITH, INC.401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

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, BANKS, & SMITH, INC..

Plan sponsor

Name

SHANNON, BANKS, & SMITH, INC.

EIN

63-0884717

Address

200 CHESTNUT ST STE B · GADSDEN, AL · 359014235

Phone

(256) 543-1424

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

2025-02-11

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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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