How big is Jason Shaffer's plan?

Jason Shaffer's plan reported $447K in assets and 40 participants for 2024.

Original filing (PDF)20251010111856NAL0012423056001

Jason Shaffer

Name: Jason Shaffer — Jason Shaffer 401(k) Plan, Form 5500 (2024)
Creator: Jason Shaffer
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jason Shaffer 401(k) Plan

401(k) retirement plan · Jason Shaffer's Jason Shaffer 401(k) Plan held $447K in plan assets for 40 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$447K

Net assets (EOY)

$447K

People on this filing

Richard Tatum signed Jason Shaffer's 2024 Form 5500 as plan administrator.

Richard Tatum — 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

Jason Shaffer's EIN is 82-4937202.

EIN 82-4937202

Plan number 001

Plan year 2024

ACK ID 20251010111856NAL0012423056001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jason Shaffer from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jason Shaffer's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JASON SHAFFER.

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off