2023 Form 5500 filing — Sheffer Construction Safe Harbor 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 20240801154140NAL0039114096001) for Sheffer Construction Safe Harbor 401(K) Plan, reported by Sheffer Construction & Development LLC under EIN 26-3138263 and plan number 001. It reports 6 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.8MReported net assets$1,798,163
Participants6
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240801154140NAL0039114096001
Plan sponsor
Sheffer Construction & Development LLC
EIN
26-3138263
Plan number
001
Location
Evansville, IN
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$1.8M total assets
Net assets$1.8MLiabilities$0
Money in vs. money out
Total income / additions$383.9K
Total expenses$59.3K
Benefits paid / distributions$45K
Contributions
Employer$13.4K
Participant$34.2K
Full reported line items
Total assets (EOY)
$1,798,163
Total liabilities (EOY)
$0
Net assets (EOY)
$1,798,163
Employer contributions
$13,382
Participant contributions
$34,229
Total income / additions
$383,936
Benefits paid
$44,966
Administrative expenses
$14,307
Total expenses
$59,273
Net increase / (decrease)
$324,663

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240801154140NAL0039114096001 cover?
It is the 2023 Form 5500 filing for Sheffer Construction Safe Harbor 401(K) Plan, reported by Sheffer Construction & Development LLC (EIN 26-3138263).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages