2023 Form 5500 filing — Sheely'S Furniture & Appliance Co., 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 20240826140903NAL0009758577001) for Sheely'S Furniture & Appliance Co., Inc. 401(K) Plan, reported by Sheely'S Furniture & Appliance Co., Inc. under EIN 34-0900451 and plan number 003. It reports 154 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$7.6MReported net assets$7,628,013
Participants154
Provider compensation$9501 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240826140903NAL0009758577001
Plan sponsor
Sheely'S Furniture & Appliance Co., Inc.
EIN
34-0900451
Plan number
003
Location
North Lima, OH
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$7.6M total assets
Net assets$7.6MLiabilities$0
Money in vs. money out
Total income / additions$1.8M
Total expenses$980K
Benefits paid / distributions$979K
Contributions
Employer$241.3K
Participant$370.4K
Full reported line items
Total assets (EOY)
$7,628,013
Total liabilities (EOY)
$0
Net assets (EOY)
$7,628,013
Employer contributions
$241,311
Participant contributions
$370,392
Total income / additions
$1,846,162
Benefits paid
$979,020
Administrative expenses
$950
Total expenses
$979,970
Net increase / (decrease)
$866,192
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $950 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240826140903NAL0009758577001 cover?
It is the 2023 Form 5500 filing for Sheely'S Furniture & Appliance Co., Inc. 401(K) Plan, reported by Sheely'S Furniture & Appliance Co., Inc. (EIN 34-0900451).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages