The Shyft Group, Inc. — 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, The Shyft Group, Inc. (EIN 38-2078923) is a plan sponsor located in Novi, MI with 2 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
38-2078923
Location
Novi, MI
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$92,123,523
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$92,123,523

Contributions & income

Employer contributions
$2,816,670
Participant contributions
$9,929,893
Total income / additions
$27,806,624

Expenses & distributions

Benefits paid / distributions
$12,930,607
Total expenses
$13,097,788
Net increase / (decrease)
$14,708,836

Coverage

Total reported participants
8,304
Plans with financial statements
1
Plans with provider compensation
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.

Largest loaded plans by reported assets

The Shyft Group, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
The Shyft Group Retirement Plan0014,622$92,123,5232023
The Shyft Group Employee Benefit Plan5583,682not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for The Shyft Group, Inc.
YearPlanParticipantsSchedulesFiling
2023The Shyft Group Employee Benefit Plan3,68220240625142930NAL0007499889001
2023The Shyft Group Retirement Plan4,622H, C20241015142424NAL0048382928001

Related Form 5500 pages