Plan5500

The Sheakley Group Of Companies 401(K) — Form 5500 plan (The Sheakley Group, 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, The Sheakley Group Of Companies 401(K) is a benefit plan reported by The Sheakley Group, Inc. under EIN 31-1176227 and plan number 001. The latest loaded filing year is 2023. The filing reports 347 participants and $28,744,059 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Sheakley Group, Inc.
EIN
31-1176227
Plan number
001
Plan type
2
Location
Cincinnati, OH
Latest filing year
2023
Participants
347
End-of-year plan assets
$28,744,059

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023347H, C20240805111218NAL0002569010001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$28,744,059
Total liabilities (EOY)
$5,408
Net assets (EOY)
$28,738,651
Net assets (BOY)
$23,165,876

Income & contributions

Employer contributions
$355,038
Participant contributions
$1,159,198
Total contributions
$1,911,418
Total income / additions
$5,998,815

Expenses & distributions

Benefits paid
$610,788
Administrative expenses
$28,785
Total expenses
$639,573
Net increase / (decrease)
$5,359,242

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
OctaviaINVESTMENT ADVISOR$13,989not reported in the loaded dataset2023
MatrixTRUSTEE$12,226not reported in the loaded dataset2023
Sheakley Workforce ManagementEMPLOYER$2,570not reported in the loaded dataset2023

Related Form 5500 pages