How big is Mtshoberg LLC's plan?

Mtshoberg LLC's plan reported $1.6M in assets and 33 participants for 2025.

Original filing (PDF)20260415122610NAL0019819153001

Mtshoberg LLC

Name: Mtshoberg LLC — Shoberg Homes 401(k) Plan, Form 5500 (2025)
Creator: Mtshoberg LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Shoberg Homes 401(k) Plan

401(k) retirement plan · Mtshoberg LLC's Shoberg Homes 401(k) Plan held $1.6M in plan assets for 33 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

Paige Shoberg signed Mtshoberg LLC's 2025 Form 5500 as plan administrator.

Paige Shoberg — 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

Mtshoberg LLC's EIN is 73-1664763.

EIN 73-1664763

Plan number 001

Plan year 2025

ACK ID 20260415122610NAL0019819153001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Mtshoberg LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Mtshoberg LLC'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 MTSHOBERG LLC.

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Plan health score

Above-average plan

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

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (4th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

MTSHOBERG LLC

EIN

all filings

Address

1301 S CAPITAL OF TEXAS HWY · STE 200C · WEST LAKE HILLS, TX · 78746

Phone

(512) 358-4892

Industry

Construction

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-04-15

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

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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