2023 Form 5500 filing — Shippers Warehouse, 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 20241015140916NAL0016584083001) for Shippers Warehouse, Inc. 401(K) Plan, reported by Shippers Warehouse, Inc. under EIN 75-1535048 and plan number 001. It reports 609 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015140916NAL0016584083001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Shippers Warehouse, Inc.
- EIN
- 75-1535048
- Plan number
- 001
- Location
- Hutchins, TX
- Participants
- 609
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,180,689
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,180,689
- Employer contributions
- $223
- Participant contributions
- $790,756
- Total income / additions
- $1,907,065
- Benefits paid
- $2,120,728
- Administrative expenses
- $112,713
- Total expenses
- $2,239,056
- Net increase / (decrease)
- -$331,991
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $60,269 | $0 |
| Baker Tilly Virchow Krause, Llp | AUDITOR | $29,944 | not reported in the loaded dataset |
| Castle Rock Investment Company | INVESTMENT ADVISORY - PL | $22,500 | not reported in the loaded dataset |