2023 Form 5500 filing — Shearer Supply, Inc. 401(K) 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 20240722161006NAL0010796929001) for Shearer Supply, Inc. 401(K) Plan, reported by Shearer Supply, LLC under EIN 75-2948578 and plan number 001. It reports 267 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240722161006NAL0010796929001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Shearer Supply, LLC
- EIN
- 75-2948578
- Plan number
- 001
- Location
- Farmers Branch, TX
- Participants
- 267
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,879,773
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,879,773
- Employer contributions
- $480,535
- Participant contributions
- $844,058
- Total income / additions
- $2,824,548
- Benefits paid
- $659,564
- Administrative expenses
- $1,408
- Total expenses
- $660,972
- Net increase / (decrease)
- $2,163,576
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Armanino Llp | CONTRACT ADMIN | $4,030 | not reported in the loaded dataset |
| Empower Annunity Ins Co Of America | RECORDKEEPER | $2,307 | $0 |
| Empower Advisory Group LLC | INVESTMENT MGMT | $465 | not reported in the loaded dataset |