2023 Form 5500 filing — Shaw Development, LLC 401(K) Profit Sharing Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240712122723NAL0019829697001) for Shaw Development, LLC 401(K) Profit Sharing Plan, reported by Shaw Development, LLC under EIN 11-2062656 and plan number 001. It reports 328 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240712122723NAL0019829697001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Shaw Development, LLC
- EIN
- 11-2062656
- Plan number
- 001
- Location
- Bonita Springs, FL
- Participants
- 328
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,882,276
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,882,276
- Employer contributions
- $625,314
- Participant contributions
- $1,194,700
- Total income / additions
- $4,275,935
- Benefits paid
- $1,107,987
- Administrative expenses
- $72,555
- Total expenses
- $1,180,542
- Net increase / (decrease)
- $3,095,393
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $72,609 | $0 |
| Kestra Advisory Services, LLC | INVESTMENT ADVISORY | $0 | $35,644 |
| Progressive Pension Admin., Inc. | OTHER SERVICES | $0 | $5,390 |