Sheetz, Inc. Employee Stock Ownership 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. Employee Stock Ownership Plan is a benefit plan reported by Sheetz, Inc. under EIN 25-1202108 and plan number 003. The latest loaded filing year is 2023. The filing reports 14,903 participants and $686,202,616 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sheetz, Inc.
- EIN
- 25-1202108
- Plan number
- 003
- Plan type
- 2
- Location
- Altoona, PA
- Latest filing year
- 2023
- Participants
- 14,903
- End-of-year plan assets
- $686,202,616
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 14,903 | H | 20250527083407NAL0005497505001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $686,202,616
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $686,202,616
- Net assets (BOY)
- $533,697,969
Income & contributions
- Employer contributions
- $18,596,953
- Total contributions
- $19,087,244
- Total income / additions
- $195,391,112
Expenses & distributions
- Benefits paid
- $42,076,313
- Administrative expenses
- $0
- Total expenses
- $42,076,313
- Net increase / (decrease)
- $153,314,799
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.