How big is Beale, Micheaels, Slack and Shughart, P.C.'s plan?

Beale, Micheaels, Slack and Shughart, P.C.'s plan reported $5.8M in assets and 1 participants for 2024.

Original filing (PDF)20250829151952NAL0006203875001

Beale, Micheaels, Slack and Shughart, P.C.

Name: Beale, Micheaels, Slack and Shughart, P.C. — Form 5500 Plan 001 (2024)
Creator: Beale, Micheaels, Slack and Shughart, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Beale, Micheaels, Slack and Shughart, P.C. 401(k) Profit Sharing Plan and Trust Agreement

401(k) retirement plan · Beale, Micheaels, Slack and Shughart, P.C.'s Beale, Micheaels, Slack and Shughart, P.C. 401(k) Profit Sharing Plan and Trust Agreement held $5.8M in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.8M

Net assets (EOY)

$5.8M

Plan identifiers

Beale, Micheaels, Slack and Shughart, P.C.'s EIN is 86-0802095.

EIN 86-0802095

Plan number 001

Plan year 2024

ACK ID 20250829151952NAL0006203875001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Beale, Micheaels, Slack and Shughart, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Beale, Micheaels, Slack and Shughart, P.C.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (89th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (100th percentile).

Plan sponsor

Name

BEALE, MICHEAELS, SLACK AND SHUGHART, P.C.

EIN

all filings

Address

7012 N. 18TH STREET · PHOENIX, AZ · 85020

Phone

(602) 285-1444

Industry

Law Offices· Professional & Technical Services

Plan administrator