2023 Form 5500 filing — Shipley Energy 401(K) Retirement 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 20240808075408NAL0002613107001) for Shipley Energy 401(K) Retirement Plan, reported by Shipley Energy Company under EIN 23-1702483 and plan number 333. It reports 520 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240808075408NAL0002613107001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Shipley Energy Company
- EIN
- 23-1702483
- Plan number
- 333
- Location
- York, PA
- Participants
- 520
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,577,280
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,577,280
- Employer contributions
- $424,512
- Participant contributions
- $1,690,597
- Total income / additions
- $6,493,014
- Benefits paid
- $2,129,673
- Administrative expenses
- $550
- Total expenses
- $2,130,223
- Net increase / (decrease)
- $4,362,791
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Ascent Group, LLC | SERVICE PROVIDER | $0 | $8,859 |
| Voya Retirement Insurance & Annuity | RECORDKEEPER | $550 | $0 |