Shetland Properties Employee Savings And Retirement Plan — Form 5500 plan (Shetland Investments Limited Partnership)
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, Shetland Properties Employee Savings And Retirement Plan is a benefit plan reported by Shetland Investments Limited Partnership under EIN 04-2936220 and plan number 002. The latest loaded filing year is 2023. The filing reports 36 participants and $12,304,622 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Shetland Investments Limited Partnership
- EIN
- 04-2936220
- Plan number
- 002
- Plan type
- 2
- Location
- Beverly, MA
- Latest filing year
- 2023
- Participants
- 36
- End-of-year plan assets
- $12,304,622
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 36 | I | 20240813095301NAL0017749408001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $12,304,622
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,304,622
- Net assets (BOY)
- $10,280,614
Income & contributions
- Employer contributions
- $104,337
- Participant contributions
- $167,746
- Total income / additions
- $2,231,134
Expenses & distributions
- Benefits paid
- $206,814
- Administrative expenses
- $312
- Total expenses
- $207,126
- Net increase / (decrease)
- $2,024,008
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.