Original filing (PDF)20241003094920NAL0009704913001

STEERMAN LAW OFFICES, PLLC

Name: STEERMAN LAW OFFICES, PLLC — CARL M. SHINN PROFIT SHARING PLAN TRUST, Form 5500 (2023)
Creator: STEERMAN LAW OFFICES, PLLC

Form 5500-SF

FILING_RECEIVED

CARL M. SHINN PROFIT SHARING PLAN TRUST

Defined-contribution 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 STEERMAN LAW OFFICES, PLLC.

Plan sponsor

Name

STEERMAN LAW OFFICES, PLLC

EIN

84-0461586

Address

P.O. BOX 390 · LAMAR, CO · 81052

Phone

(719) 336-4313

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-03

Pension benefit codes

2C · Money purchase (other than target benefit)

3B · Covers self-employed individuals

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

Welfare benefit codes

4B · Life Insurance

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

Related plans

Similar-size Law Offices plans

QUADRANT LAW GROUP, LLP

QUADRANT LAW GROUP, LLP 401(K) PLAN

$2.7M · 15 participants

SANDWEG & AGER, P.C.

SANDWEG & AGER, P.C. 401(K) PLAN

$2.7M · 6 participants

MAST, JOHNSON, TRIMYER, WRIGHT, BOOKER & VAN PATTEN, PA

MAST MAST JOHNSON WELLS & TRIMYER, PA 401 K PROFIT SHARING PLAN

$2.7M · 16 participants

THE LAW OFFICES OF MICHAEL CAHILL

THE LAW OFFICES OF MICHAEL CAHILL PENSION PLAN

$2.7M · 5 participants

ROSEN LAW, LLC

ROSEN LAW, LLC RETIREMENT PLAN