Original filing (PDF)20250710190200NAL0004237763003

SCHULMERICH & ASSOCIATES

Name: SCHULMERICH & ASSOCIATES — SCHULMERICH & ASSOCIATES 401K PROFIT SHARING PLAN, Form 5500 (2024)
Creator: SCHULMERICH & ASSOCIATES

Form 5500-SF

FILING_RECEIVED

SCHULMERICH & ASSOCIATES 401K PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$6.7M

Net assets (EOY)

$6.7M

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 SCHULMERICH & ASSOCIATES.

Plan sponsor

Name

SCHULMERICH & ASSOCIATES

EIN

93-0843898

Address

3030 GRAND BAY BLVD UNIT 332 BLDG 3 · LONGBOATKEY, FL · 34228

Phone

(503) 672-7750

Industry

Finance & Insurancesee all

Plan administrator

Name

SCHULMERICH & ASSOCIATES 401K PROFI

EIN

93-0843898

City

LONGBOATKEY, FL

Phone

(503) 672-7750

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-10

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

3B · Covers self-employed individuals

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

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

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