2023 Form 5500 filing — Shangri-La 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 20241007104613NAL0007499187001) for Shangri-La 401(K) Plan, reported by Shangri-La 401(K) Plan under EIN 93-0509414 and plan number 001. It reports 259 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$859KReported net assets$859,007
Participants259
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20241007104613NAL0007499187001
Plan sponsor
Shangri-La 401(K) Plan
EIN
93-0509414
Plan number
001
Location
Salem, OR
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)$859K total assets
Net assets$859KLiabilities$0
Money in vs. money out
Total income / additions$553.4K
Total expenses$72K
Benefits paid / distributions$62.7K
Contributions
EmployerNot reported
Participant$441K
Full reported line items
Total assets (EOY)
$859,007
Total liabilities (EOY)
$0
Net assets (EOY)
$859,007
Participant contributions
$441,039
Total income / additions
$553,354
Benefits paid
$62,734
Administrative expenses
$9,238
Total expenses
$71,972
Net increase / (decrease)
$481,382

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241007104613NAL0007499187001 cover?
It is the 2023 Form 5500 filing for Shangri-La 401(K) Plan, reported by Shangri-La 401(K) Plan (EIN 93-0509414).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages