How big is Jack Shear's plan?

Jack Shear's plan reported $3.9M in assets and 12 participants for 2025.

Original filing (PDF)20260520144050NAL0002484240001

Jack Shear

Name: Jack Shear — Jack Shear 401(k) Profit Sharing Plan &, Form 5500 (2025)
Creator: Jack Shear
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jack Shear 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Jack Shear's Jack Shear 401(k) Profit Sharing Plan & Trust held $3.9M in plan assets for 12 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

People on this filing

Anthony Gallo signed Jack Shear's 2025 Form 5500 as plan administrator.

Anthony Gallo — 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

Jack Shear's EIN is 84-3968218.

EIN 84-3968218

Plan number 001

Plan year 2025

ACK ID 20260520144050NAL0002484240001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Jack Shear from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Jack Shear's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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

Helping the score