Plan5500

Pension Plan For The Employees Of Shield Of David, Inc. — Form 5500 plan (Shield Of David, Inc. D/B/A)

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, Pension Plan For The Employees Of Shield Of David, Inc. is a benefit plan reported by Shield Of David, Inc. D/B/A under EIN 13-1740041 and plan number 001. The latest loaded filing year is 2023. The filing reports 346 participants and $15,495,941 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Shield Of David, Inc. D/B/A
EIN
13-1740041
Plan number
001
Plan type
2
Location
Flushing, NY
Latest filing year
2023
Participants
346
End-of-year plan assets
$15,495,941

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023346H, C20241015190910NAL0017087955001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,495,941
Total liabilities (EOY)
$0
Net assets (EOY)
$15,495,941
Net assets (BOY)
$15,184,402

Income & contributions

Total contributions
$0
Total income / additions
$1,010,364

Expenses & distributions

Benefits paid
$611,346
Administrative expenses
$87,479
Total expenses
$698,825
Net increase / (decrease)
$311,539

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Silvercrest Asset Management GroupNONE$99,737not reported in the loaded dataset2023
Comerica BankNONE$12,612not reported in the loaded dataset2023

Related Form 5500 pages