Shearer'S Foods, LLC Retirement Savings Plan — Form 5500 plan (Shearer'S Foods, LLC)

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, Shearer'S Foods, LLC Retirement Savings Plan is a benefit plan reported by Shearer'S Foods, LLC under EIN 34-1319359 and plan number 002. The latest loaded filing year is 2023. The filing reports 5,282 participants and $117,467,036 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Shearer'S Foods, LLC
EIN
34-1319359
Plan number
002
Plan type
2
Location
Massillon, OH
Latest filing year
2023
Participants
5,282
End-of-year plan assets
$117,467,036

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20235,282H, C20250306132150NAL0010313569001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$117,467,036
Total liabilities (EOY)
$0
Net assets (EOY)
$117,467,036
Net assets (BOY)
$94,243,348

Income & contributions

Employer contributions
$4,175,898
Participant contributions
$14,946,710
Total contributions
$19,983,510
Total income / additions
$36,721,066

Expenses & distributions

Benefits paid
$12,982,726
Administrative expenses
$442,911
Total expenses
$13,497,378
Net increase / (decrease)
$23,223,688

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$386,558$02023
Global Retirement PartneINVESTMENT ADVISORY$46,853$02023
Thornhill Financial,LLCACCOUNTANT$9,500not reported in the loaded dataset2023

Related Form 5500 pages