Original filing (PDF)20250908124151NAL0019318177001

A.E. SHULL & COMPANY

Name: A.E. SHULL & COMPANY — A. E. SHULL AND COMPANY 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: A.E. SHULL & COMPANY

Form 5500-SF

FILING_RECEIVED

A. E. SHULL AND COMPANY 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

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 A.E. SHULL & COMPANY.

Plan sponsor

Name

A.E. SHULL & COMPANY

EIN

75-1543043

Address

P.O. BOX 130365 · 5750 REED ROAD · TYLER, TX · 75713

Phone

(903) 561-5061

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-02-01

Tax period

2025-01-31

Filed

2025-09-08

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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