Original filing (PDF)20250501183827NAL0005517088001

SCHULTZ FINANCIAL GROUP INCORPORATED

Name: SCHULTZ FINANCIAL GROUP INCORPORATED — SCHULTZ FINANCIAL GROUP INCORPORATED PROFIT SHARING PLAN, Form 5500 (2024)
Creator: SCHULTZ FINANCIAL GROUP INCORPORATED

Form 5500-SF

FILING_RECEIVED

SCHULTZ FINANCIAL GROUP INCORPORATED PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$520K

Net assets (EOY)

$520K

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 SCHULTZ FINANCIAL GROUP INCORPORATED.

Plan sponsor

Name

SCHULTZ FINANCIAL GROUP INCORPORATED

EIN

95-3862759

Address

5190 NEIL ROAD SUITE 450 · RENO, NV · 89502

Phone

(775) 850-5620

Industry

Finance & Insurancesee 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

2025-05-01

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

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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