Shipley Energy 401(K) Retirement Plan — Form 5500 plan (Shipley Energy Company)
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, Shipley Energy 401(K) Retirement Plan is a benefit plan reported by Shipley Energy Company under EIN 23-1702483 and plan number 333. The latest loaded filing year is 2023. The filing reports 520 participants and $26,577,280 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Shipley Energy Company
- EIN
- 23-1702483
- Plan number
- 333
- Plan type
- 2
- Location
- York, PA
- Latest filing year
- 2023
- Participants
- 520
- End-of-year plan assets
- $26,577,280
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 520 | H, C | 20240808075408NAL0002613107001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,577,280
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,577,280
- Net assets (BOY)
- $22,214,489
Income & contributions
- Employer contributions
- $424,512
- Participant contributions
- $1,690,597
- Total contributions
- $2,135,300
- Total income / additions
- $6,493,014
Expenses & distributions
- Benefits paid
- $2,129,673
- Administrative expenses
- $550
- Total expenses
- $2,130,223
- Net increase / (decrease)
- $4,362,791
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Ascent Group, LLC | SERVICE PROVIDER | $0 | $8,859 | 2023 |
| Voya Retirement Insurance & Annuity | RECORDKEEPER | $550 | $0 | 2023 |