Plan5500

Shelley, ID Form 5500 retirement and benefit plan filings

City Form 5500 summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Shelley, ID has 5 loaded benefit plan(s) reported by 5 plan sponsor(s), with $1,867,715 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
5
Latest filing year
2023

What stands out in Shelley

  • 5 loaded plans hold $1.9M in reported assets across 5 sponsors.
  • The largest, Peter M. Cannon, M.D., P.C. Profit Sharing Plan, holds 87% of reported Shelley plan assets.
  • Plans cover 333 participants — about 67 per plan.
  • 80% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$1.9MSummed across loaded plans$1,867,715
Total reported assets$1.9M$1,867,715
Total reported participants333
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$1.9M total assets
Net assets$1.9MLiabilities—
Contributions & income
Employer contributions$5K
Participant contributionsNot reported
Total income / additions$155.9K
Expenses & distributions
Benefits paid / distributions$90K
Total expenses$91.5K
Net increase / (decrease)$64.4K

Data coverage

Plans with financial statements4 / 5 (80%)
Plans with provider compensation0 / 5 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Shelley, ID plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Shelley market comparison

Largest plan share of assets87%Peter M. Cannon, M.D., P.C. Profit Sharing Plan
Participants per plan67Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in Shelley

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Peter M. Cannon, M.D., P.C. Profit Sharing Plan$1.6M
    Peter M. Cannon, Md, Pc · 2023
  2. 2
    Nalders Inc Profit Sharing Plan$124.9K
    Nalders, Inc · 2023
  3. 3
    Out Of The Boat Co. Retirement Plan$110K
    Out Of The Boat Co. · 2023
  4. 4
    Hidden Springs LLC Profit Sharing Plan$4.3K
    Hidden Springs LLC · 2023
  5. 5
    Ball Enterprises Inc Employee Benefit Plannot reported in the loaded dataset
    Ball Enterprises Inc · 2023

Largest plans in Shelley → · Shelley plans by participants → · Shelley plans with financial data → · Shelley plans with provider compensation → · $1B+ plans in Shelley →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Shelley, ID?
5 plan(s) reported by 5 sponsor(s) are loaded for Shelley, ID.

Related Form 5500 pages