Shelly & Sands, Inc. Employees 401(K) Plan — Form 5500 plan (Shelly & Sands, 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, Shelly & Sands, Inc. Employees 401(K) Plan is a benefit plan reported by Shelly & Sands, Inc. under EIN 31-4351261 and plan number 004. The latest loaded filing year is 2023. The filing reports 367 participants and $82,327,586 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Shelly & Sands, Inc.
- EIN
- 31-4351261
- Plan number
- 004
- Plan type
- 2
- Location
- Zanesville, OH
- Latest filing year
- 2023
- Participants
- 367
- End-of-year plan assets
- $82,327,586
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 367 | H, C | 20241011151612NAL0023070561001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $82,327,586
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $82,327,586
- Net assets (BOY)
- $71,554,610
Income & contributions
- Employer contributions
- $1,952,598
- Participant contributions
- $2,515,721
- Total contributions
- $4,702,768
- Total income / additions
- $16,411,052
Expenses & distributions
- Benefits paid
- $5,473,345
- Administrative expenses
- $164,731
- Total expenses
- $5,638,076
- Net increase / (decrease)
- $10,772,976
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $164,731 | $0 | 2023 |
| Invicta Capital LLC | OTHER SERVICES | $0 | $34,097 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Shelly & Sands, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Zanesville, OH
- Principal Life Insurance Company — Schedule C compensation
- Invicta Capital LLC — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation