Shook Construction Co. Retirement Plan — Form 5500 plan (Shook Construction Co.)
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, Shook Construction Co. Retirement Plan is a benefit plan reported by Shook Construction Co. under EIN 31-0443680 and plan number 001. The latest loaded filing year is 2023. The filing reports 205 participants and $24,067,961 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Shook Construction Co.
- EIN
- 31-0443680
- Plan number
- 001
- Plan type
- 2
- Location
- Moraine, OH
- Latest filing year
- 2023
- Participants
- 205
- End-of-year plan assets
- $24,067,961
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 205 | H, C | 20240815080103NAL0022012560001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,067,961
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,067,961
- Net assets (BOY)
- $19,702,351
Income & contributions
- Employer contributions
- $564,645
- Participant contributions
- $1,610,612
- Total contributions
- $2,268,924
- Total income / additions
- $6,125,207
Expenses & distributions
- Benefits paid
- $1,686,600
- Administrative expenses
- $72,997
- Total expenses
- $1,759,597
- Net increase / (decrease)
- $4,365,610
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Highland Consulting Associates Inc | CONSULTANT | $38,370 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $22,933 | $0 | 2023 |
| Kentner Sellers | ACCOUNTANT/AUDITOR | $11,695 | not reported in the loaded dataset | 2023 |