Shallenberger Construction, Inc. 401(K) Davis Bacon Plan — Form 5500 plan (Shallenberger Construction, 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, Shallenberger Construction, Inc. 401(K) Davis Bacon Plan is a benefit plan reported by Shallenberger Construction, Inc. under EIN 25-1661288 and plan number 002. The latest loaded filing year is 2023. The filing reports 226 participants and $11,670,621 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Shallenberger Construction, Inc.
- EIN
- 25-1661288
- Plan number
- 002
- Plan type
- 2
- Location
- Connellsville, PA
- Latest filing year
- 2023
- Participants
- 226
- End-of-year plan assets
- $11,670,621
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 226 | H, C | 20241014112101NAL0045772656001 |
| 2023 | 226 | H, C | 20241211135851NAL0011507777001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,002,347
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,002,347
- Net assets (BOY)
- $9,585,152
Income & contributions
- Employer contributions
- $257,029
- Participant contributions
- $310,120
- Total contributions
- $567,149
- Total income / additions
- $2,219,366
Expenses & distributions
- Benefits paid
- $728,195
- Administrative expenses
- $41,315
- Total expenses
- $802,171
- Net increase / (decrease)
- $1,417,195
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTACT ADMINISTRATOR | $41,965 | not reported in the loaded dataset | 2023 |
| Principal Life Insurance Company | CONTACT ADMINISTRATOR | $39,185 | $0 | 2023 |
| Lpl Financial LLC - Rpcp | INVESTMENT ADVISORY | $0 | $21,294 | 2023 |
| Lpl Financial LLC - Rpcp | INVESTMENT ADVISORY | $0 | $12,344 | 2023 |
| Metro Benefits, Inc | CONTRACT ADMINISTRATOR | $1,743 | $2,504 | 2023 |
| Metro Benefits, Inc. | CONTACT ADMINISTRATOR | $2,130 | $308 | 2023 |
| Lpl Financial LLC | OTHER SERVICES | $0 | $563 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Shallenberger Construction, Inc.
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Connellsville, PA
- Principal Life Insurance Company — Schedule C compensation
- Lpl Financial LLC - Rpcp — Schedule C compensation
- Metro Benefits, Inc — Schedule C compensation
- Lpl Financial LLC — Schedule C compensation