Shaw Brothers Construction Profit Sharing Plan — Form 5500 plan (Shaw Brothers Construction, Inc.)
Plain-English plan 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, Shaw Brothers Construction Profit Sharing Plan is a benefit plan reported by Shaw Brothers Construction, Inc. under EIN 01-0350537 and plan number 001. The latest loaded filing year is 2023. The filing reports 231 participants and $23,930,854 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Shaw Brothers Construction, Inc.
- EIN
- 01-0350537
- Plan number
- 001
- Plan type
- 2
- Location
- Gorham, ME
- Latest filing year
- 2023
- Participants
- 231
- End-of-year plan assets
- $23,930,854
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 231 | H, C | 20240912111933NAL0016959570001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,930,854
- Net assets (EOY)
- $23,930,854
- Net assets (BOY)
- $21,558,572
Income & contributions
- Employer contributions
- $1,365,000
- Total contributions
- $1,365,000
- Total income / additions
- $3,439,883
Expenses & distributions
- Benefits paid
- $1,067,326
- Administrative expenses
- $275
- Total expenses
- $1,067,601
- Net increase / (decrease)
- $2,372,282
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services Inc | CUSTODIAN | $383 | $2,735 | 2023 |
| Charles Schwab & Co., Inc. | CUSTODIAN | $1,275 | $0 | 2023 |
| Morgan Stanley Smith Barney LLC | CUSTODIAN | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Shaw Brothers Construction, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in ME
- 401(k) and benefit plan filings in Gorham, ME
- Ubs Financial Services Inc — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation
- Morgan Stanley Smith Barney LLC — Schedule C compensation