2023 Form 5500 filing — Short-Elliott-Hendrickson, Inc. Employee Stock Ownership 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 20250408161754NAL0034794738001) for Short-Elliott-Hendrickson, Inc. Employee Stock Ownership Plan, reported by Short-Elliott-Hendrickson, Inc. under EIN 41-1251208 and plan number 003. It reports 1,125 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$97MReported net assets$97,008,577
Participants1.1K1,125
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20250408161754NAL0034794738001
Plan sponsor
Short-Elliott-Hendrickson, Inc.
EIN
41-1251208
Plan number
003
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)$110.1M total assets
Net assets$97MLiabilities$13.1M
Money in vs. money out
Total income / additions$17.7M
Total expenses$6.7M
Benefits paid / distributions$6.3M
Contributions
Employer$9.4M
ParticipantNot reported
Full reported line items
Total assets (EOY)
$110,060,182
Total liabilities (EOY)
$13,051,605
Net assets (EOY)
$97,008,577
Employer contributions
$9,400,902
Total income / additions
$17,690,716
Benefits paid
$6,313,662
Administrative expenses
$0
Total expenses
$6,739,540
Net increase / (decrease)
$10,951,176

Related Form 5500 pages