Original filing (PDF)20250813152353NAL0012749056001

COFFEE SHACK ROASTERS & CAFE, LLC

Name: COFFEE SHACK ROASTERS & CAFE, LLC — COFFEE SHACK ROASTERS & CAFE, LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: COFFEE SHACK ROASTERS & CAFE, LLC

Form 5500-SF

FILING_RECEIVED

COFFEE SHACK ROASTERS & CAFE, LLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$311K

Net assets (EOY)

$311K

Plan health score (directional)

/ 100

Grade B

Above-average plan

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 COFFEE SHACK ROASTERS & CAFE, LLC.

Plan sponsor

Name

COFFEE SHACK ROASTERS & CAFE, LLC

EIN

86-1259065

Address

409 S. 22ND ST. · HEATH, OH · 43056

Phone

(740) 670-3069

Industry

Retail Tradesee 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

2025-08-13

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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