2023 Form 5500 filing — Shasta Pools 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 20241106050725NAL0018169874001) for Shasta Pools 401(K) Plan, reported by Shasta Industries, Inc. under EIN 86-6054268 and plan number 002. It reports 305 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)$7.9MReported net assets$7,885,150
Participants305
Provider compensation$32.4K2 Schedule C row(s)$32,417
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241106050725NAL0018169874001
Plan sponsor
Shasta Industries, Inc.
EIN
86-6054268
Plan number
002
Location
Phoenix, AZ
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)$7.9M total assets
Net assets$7.9MLiabilities$0
Money in vs. money out
Total income / additions$2M
Total expenses$1.6M
Benefits paid / distributions$1.5M
Contributions
Employer$3K
Participant$797.5K
Full reported line items
Total assets (EOY)
$7,885,150
Total liabilities (EOY)
$0
Net assets (EOY)
$7,885,150
Employer contributions
$3,012
Participant contributions
$797,506
Total income / additions
$1,994,881
Benefits paid
$1,530,892
Administrative expenses
$32,418
Total expenses
$1,563,310
Net increase / (decrease)
$431,571
Schedule C

Reported service provider compensation

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

  1. 1
    Bokf, Na$27.7K
    TRUSTEE · Direct $27.7K · Indirect $0
  2. 2
    RECORD KEEPER · Direct $4.7K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241106050725NAL0018169874001 cover?
It is the 2023 Form 5500 filing for Shasta Pools 401(K) Plan, reported by Shasta Industries, Inc. (EIN 86-6054268).
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