Shelby And Sons, Inc. (Dba) Sns Concrete — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Shelby And Sons, Inc. (Dba) Sns Concrete (EIN 27-1747166) is a plan sponsor located in Spring Valley, CA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
27-1747166
Location
Spring Valley, CA
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Shelby And Sons, Inc. (Dba) Sns Concrete

  • 1 loaded plans hold $208.1K in reported assets.
  • The largest, Shelby And Sons, Inc. 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 26 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$208.1KSummed across loaded plans$208,080
Total reported assets$208.1K$208,080
Total reported participants26
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$208.1K total assets
Net assets$208.1KLiabilities
Contributions & income
Employer contributions$6.5K
Participant contributions$25.2K
Total income / additions$63.6K
Expenses & distributions
Benefits paid / distributions$15.4K
Total expenses$19K
Net increase / (decrease)$44.6K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's 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

Portfolio comparison

Largest plan share of assets100%Shelby And Sons, Inc. 401(K) Plan
Participants per plan26Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Plan #001 · 26 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Shelby And Sons, Inc. (Dba) Sns Concrete. Open one for its full reported snapshot.

  1. 2023
    Shelby And Sons, Inc. 401(K) Plan26 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Shelby And Sons, Inc. (Dba) Sns Concrete report on Form 5500?
Shelby And Sons, Inc. (Dba) Sns Concrete (EIN 27-1747166) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Shelby And Sons, Inc. (Dba) Sns Concrete?
The Employer Identification Number (EIN) reported for Shelby And Sons, Inc. (Dba) Sns Concrete is 27-1747166.
What is the latest Form 5500 filing year for Shelby And Sons, Inc. (Dba) Sns Concrete?
The latest loaded Form 5500 filing year for Shelby And Sons, Inc. (Dba) Sns Concrete is 2023.

Related Form 5500 pages