Plan5500

Sheetz, Inc. 401(K) Retirement Plan — Form 5500 plan (Sheetz, 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, Sheetz, Inc. 401(K) Retirement Plan is a benefit plan reported by Sheetz, Inc under EIN 25-1202108 and plan number 002. The latest loaded filing year is 2023. The filing reports 17,813 participants and $669,529,849 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sheetz, Inc
EIN
25-1202108
Plan number
002
Plan type
2
Location
Altoona, PA
Latest filing year
2023
Participants
17,813
End-of-year plan assets
$669,529,849

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202317,813H, C20250527083255NAL0005496401001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$669,529,849
Total liabilities (EOY)
$0
Net assets (EOY)
$669,529,849
Net assets (BOY)
$507,379,021

Income & contributions

Employer contributions
$24,222,696
Participant contributions
$45,793,976
Total contributions
$77,663,145
Total income / additions
$211,789,724

Expenses & distributions

Benefits paid
$49,570,402
Administrative expenses
$877,396
Total expenses
$50,449,048
Net increase / (decrease)
$161,340,676

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$877,395$45,7512023
Capfinancial Partners, Lcc.INV ADV, PARTICIPANTS$0$165,0002023

Related Form 5500 pages