2023 Form 5500 filing — Shallenberger Construction, Inc. 401(K) Davis Bacon 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 20241211135851NAL0011507777001) for Shallenberger Construction, Inc. 401(K) Davis Bacon Plan, reported by Shallenberger Construction, Inc. under EIN 25-1661288 and plan number 002. It reports 226 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)$11MReported net assets$11,002,347

Participants226

Provider compensation$122K7 Schedule C row(s)$122,036

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241211135851NAL0011507777001
Plan sponsor: Shallenberger Construction, Inc.
EIN: 25-1661288
Plan number: 002
Location: Connellsville, PA
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)$11M total assets

Net assets$11MLiabilities$0

Money in vs. money out

Total income / additions$2.2M

Total expenses$802.2K

Benefits paid / distributions$728.2K

Contributions

Employer$257K

Participant$310.1K

Full reported line items

Total assets (EOY): $11,002,347
Total liabilities (EOY): $0
Net assets (EOY): $11,002,347
Employer contributions: $257,029
Participant contributions: $310,120
Total income / additions: $2,219,366
Benefits paid: $728,195
Administrative expenses: $41,315
Total expenses: $802,171
Net increase / (decrease): $1,417,195

Schedule C

Reported service provider compensation

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

1
Principal Life Insurance Company$42K
CONTACT ADMINISTRATOR · Direct $42K
2
Principal Life Insurance Company$39.2K
CONTACT ADMINISTRATOR · Direct $39.2K · Indirect $0
3
Lpl Financial LLC - Rpcp$21.3K
INVESTMENT ADVISORY · Direct $0 · Indirect $21.3K
4
Lpl Financial LLC - Rpcp$12.3K
INVESTMENT ADVISORY · Direct $0 · Indirect $12.3K
5
Metro Benefits, Inc$4.2K
CONTRACT ADMINISTRATOR · Direct $1.7K · Indirect $2.5K
6
Metro Benefits, Inc.$2.4K
CONTACT ADMINISTRATOR · Direct $2.1K · Indirect $308
7
Lpl Financial LLC$563
OTHER SERVICES · Direct $0 · Indirect $563

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241211135851NAL0011507777001 cover?: It is the 2023 Form 5500 filing for Shallenberger Construction, Inc. 401(K) Davis Bacon Plan, reported by Shallenberger Construction, Inc. (EIN 25-1661288).
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).