How big is ALAN Robert Schultz's plan?

ALAN Robert Schultz's plan reported $3.9M in assets and 4 participants for 2024.

Original filing (PDF)20250611133649NAL0046156994001

ALAN Robert Schultz

Name: ALAN Robert Schultz — ALAN Robert Schultz, Form 5500 (2024)
Creator: ALAN Robert Schultz
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ALAN Robert Schultz AGE-Weighted Profit Sharing Plan

Defined-contribution retirement plan · ALAN Robert Schultz's ALAN Robert Schultz AGE-Weighted Profit Sharing Plan held $3.9M in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

People on this filing

ALAN Schultz signed ALAN Robert Schultz's 2024 Form 5500 as plan administrator.

ALAN Schultz — 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

ALAN Robert Schultz's EIN is 94-2861081.

EIN 94-2861081

Plan number 001

Plan year 2024

ACK ID 20250611133649NAL0046156994001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for ALAN Robert Schultz from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

ALAN Robert Schultz's plan includes profit-sharing.

Decision-maker contacts

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

Finding similar companies…

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