Original filing (PDF)20250625170644NAL0004694275001

BUSS SHELGER ASSOCIATES

Name: BUSS SHELGER ASSOCIATES — BUSS SHELGER ASSOCIATES 401(K) PLAN, Form 5500 (2024)
Creator: BUSS SHELGER ASSOCIATES

Form 5500-SF

FILING_RECEIVED

BUSS SHELGER ASSOCIATES 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.1M

Net assets (EOY)

$5.1M

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 BUSS SHELGER ASSOCIATES.

Plan sponsor

Name

BUSS SHELGER ASSOCIATES

EIN

95-3922266

Address

23 FOXTAIL LANE · TRABUCO CANYON, CA · 92679

Phone

(213) 388-7272

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-25

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2G · Total participant-directed accounts

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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