2023 Form 5500 filing — Shelby Residential & Vocational Services, Inc. 401(K) & Profit Sharing 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 20250303154209NAL0005625489001) for Shelby Residential & Vocational Services, Inc. 401(K) & Profit Sharing Plan, reported by Shelby Residential & Vocational under EIN 62-0854890 and plan number 001. It reports 399 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)$0Reported net assets
Participants399
Provider compensation$12.2K1 Schedule C row(s)$12,203
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250303154209NAL0005625489001
Plan sponsor
Shelby Residential & Vocational
EIN
62-0854890
Plan number
001
Location
Memphis, TN
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.

Money in vs. money out
Total income / additions$170.2K
Total expenses$393.9K
Benefits paid / distributions$381.8K
Contributions
Employer$35.8K
Participant$80.7K
Full reported line items
Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Employer contributions
$35,801
Participant contributions
$80,705
Total income / additions
$170,185
Benefits paid
$381,763
Administrative expenses
$12,162
Total expenses
$393,925
Net increase / (decrease)
-$223,740
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $12.2K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250303154209NAL0005625489001 cover?
It is the 2023 Form 5500 filing for Shelby Residential & Vocational Services, Inc. 401(K) & Profit Sharing Plan, reported by Shelby Residential & Vocational (EIN 62-0854890).
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