2023 Form 5500 filing — Sheldon Manufacturing, Inc. 401(K) Plan And Trust

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 20241007190009NAL0032745346001) for Sheldon Manufacturing, Inc. 401(K) Plan And Trust, reported by Sheldon Manufacturing, Inc. under EIN 93-0581180 and plan number 001. It reports 148 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)$9.4MReported net assets$9,384,591
Participants148
Provider compensation$55.6K1 Schedule C row(s)$55,642
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241007190009NAL0032745346001
Plan sponsor
Sheldon Manufacturing, Inc.
EIN
93-0581180
Plan number
001
Location
Cornelius, 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)$9.4M total assets
Net assets$9.4MLiabilities$0
Money in vs. money out
Total income / additions$2.1M
Total expenses$1.2M
Benefits paid / distributions$1.2M
Contributions
Employer$196.3K
Participant$362.4K
Full reported line items
Total assets (EOY)
$9,384,591
Total liabilities (EOY)
$0
Net assets (EOY)
$9,384,591
Employer contributions
$196,303
Participant contributions
$362,408
Total income / additions
$2,080,589
Benefits paid
$1,239,725
Administrative expenses
$4,785
Total expenses
$1,244,510
Net increase / (decrease)
$836,079
Schedule C

Reported service provider compensation

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

  1. 1
    NONE · Direct $55.6K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241007190009NAL0032745346001 cover?
It is the 2023 Form 5500 filing for Sheldon Manufacturing, Inc. 401(K) Plan And Trust, reported by Sheldon Manufacturing, Inc. (EIN 93-0581180).
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