How big is Shelton Enterprises' plan?

Shelton Enterprises' plan reported $39K in assets and 10 participants for 2022.

Original filing (PDF)20240417163242NAL0003051073001

Shelton Enterprises

Name: Shelton Enterprises — Shelton Enterprises 401(k) and, Form 5500 (2022)
Creator: Shelton Enterprises
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Shelton Enterprises 401(k) and Profit Sharing Plan

401(k) retirement plan · Shelton Enterprises' Shelton Enterprises 401(k) and Profit Sharing Plan held $39K in plan assets for 10 participants in 2022.

Signals · 1

Late filing · 5.0 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$39K

Net assets (EOY)

$39K

People on this filing

ZAC Turner signed Shelton Enterprises' 2022 Form 5500 as plan administrator.

ZAC Turner — 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

Shelton Enterprises' EIN is 83-4495831.

EIN 83-4495831

Plan number 001

Plan year 2022

ACK ID 20240417163242NAL0003051073001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Shelton Enterprises from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Shelton Enterprises' 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 SHELTON ENTERPRISES.

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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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off