2023 Form 5500 filing — Shelby Gravel, Inc. Employee 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 20241008163321NAL0017991489001) for Shelby Gravel, Inc. Employee 401(K) Retirement Plan, reported by Shelby Gravel, Inc. under EIN 35-0903596 and plan number 002. It reports 264 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008163321NAL0017991489001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Shelby Gravel, Inc.
- EIN
- 35-0903596
- Plan number
- 002
- Location
- Shelbyville, IN
- Participants
- 264
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,733,828
- Net assets (EOY)
- $27,733,828
- Employer contributions
- $1,160,202
- Participant contributions
- $1,657,067
- Total income / additions
- $6,784,311
- Benefits paid
- $2,563,267
- Administrative expenses
- $118,845
- Total expenses
- $2,682,112
- Net increase / (decrease)
- $4,102,199
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley | INVESTMENT ADVISOR | $62,217 | $0 |
| Empower Annuity Insurance Company | RECORDKEEPER | $35,423 | $0 |
| Mcgladrey Llp | AUDITOR | $16,590 | $0 |
| American Pension Advisors, Ltd. | CONTRACT ADMIN | $300 | $10,000 |