2023 Form 5500 filing — Short-Elliott-Hendrickson, Inc. Profit Sharing And 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 20250331135750NAL0005560961001) for Short-Elliott-Hendrickson, Inc. Profit Sharing And 401(K) Plan, reported by Short-Elliott-Hendrickson, Inc. under EIN 41-1251208 and plan number 001. It reports 1,222 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)$196.2MReported net assets$196,217,282
Participants1.2K1,222
Provider compensation$29.1K3 Schedule C row(s)$29,082
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250331135750NAL0005560961001
- Plan sponsor
- Short-Elliott-Hendrickson, Inc.
- EIN
- 41-1251208
- Plan number
- 001
- Location
- St Paul, MN
- Received date
- not reported in the loaded dataset
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)$196.2M total assets
Net assets$196.2MLiabilities$0
Full reported line items
- Total assets (EOY)
- $196,217,282
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $196,217,282
- Employer contributions
- $1,375,240
- Participant contributions
- $10,118,321
- Total income / additions
- $46,424,251
- Benefits paid
- $19,852,185
- Administrative expenses
- $28,988
- Total expenses
- $19,889,062
- Net increase / (decrease)
- $26,535,189
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $57,337 | not reported in the loaded dataset |
| Intellicents Invest Solutions Inc | ADVISOR | $31,500 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$59,755 | $0 |