· 2022–2024 · DOL EFAST2

JOHN SHOMAKER & ASSOCIATES, INC. — JOHN SHOMAKER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250528130008NAL0004391779001

JOHN SHOMAKER & ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

JOHN SHOMAKER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

15

Accounts w/ balance

14

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan health score

83

/ 100

Grade B

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

100

Total plan cost

n/a

Plan health

41

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JOHN SHOMAKER & ASSOCIATES, INC..

Plan sponsor

Name

JOHN SHOMAKER & ASSOCIATES, INC.

EIN

85-0345462

Address

2611 BROADBENT PARKWAY NE · ALBUQUERQUE, NM · 87107

Phone

(505) 345-3407

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-28

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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