Original filing (PDF)20250417135040NAL0001813376001

DJ SHUBECK CO

Name: DJ SHUBECK CO — DJ SHUBECK CO 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: DJ SHUBECK CO

Form 5500-SF

FILING_RECEIVED

DJ SHUBECK CO 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

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 DJ SHUBECK CO.

Plan sponsor

Name

DJ SHUBECK CO

EIN

73-1248835

Address

PO BOX 382665 · GERMANTOWN, TN · 381832665

Phone

(901) 606-7144

Industry

Wholesale Tradesee 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

2025-04-17

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

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)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Wholesale Trade plans

TOSCOTEC NORTH AMERICA INC

TOSCOTEC NORTH AMERICA INC 401(K) PROFIT SHARING PLAN & TRUST

$3.8M · 10 participants

EQUIPMENT EXCHANGE COMPANY OF AMERICA, INC.

EEC 401K PLAN

$3.8M · 5 participants

PUMP ENGINEERING COMPANY

PUMP ENGINEERING COMPANY 401(K) PROFIT SHARING PLAN

$3.8M · 33 participants

CONSTRUCTION MACHINERY COMPANY, INC.

CMC 401(K) RETIREMENT SAVINGS PLAN

$3.8M · 33 participants

WESTCHESTER TRACTOR, INC.

WESTCHESTER TRACTOR, INC. 401(K) PROFIT SHARING PLAN