· 2022–2024 · DOL EFAST2

SHELTON, BRANHAM & HALBERT, PLLC — SHELTON, BRANHAM & HALBERT, PLLC 401(K) PLAN, Form 5500 (2024)

Original filing (PDF)20250624120551NAL0016667394002

SHELTON, BRANHAM & HALBERT, PLLC

Form 5500-SF

FILING_RECEIVED

SHELTON, BRANHAM & HALBERT, PLLC 401(K) PLAN

401(k) retirement plan

Active participants

0

Accounts w/ balance

0

Plan assets (EOY)

$0

Net assets (EOY)

$0

Plan health score

Top-tier plan health

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SHELTON, BRANHAM & HALBERT, PLLC.

Plan sponsor

Name

SHELTON, BRANHAM & HALBERT, PLLC

EIN

81-3746850all filings

Address

1795 ALYSHEBA WAY · SUITE 4204 · LEXINGTON, KY · 40515

Phone

(859) 294-6868

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2025-01-01

Tax period

2025-03-31

Filed

2025-06-24

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

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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