Shelby Gravel, Inc. Employee 401(K) Retirement Plan — Form 5500 plan (Shelby Gravel, 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, Shelby Gravel, Inc. Employee 401(K) Retirement Plan is a benefit plan reported by Shelby Gravel, Inc. under EIN 35-0903596 and plan number 002. The latest loaded filing year is 2023. The filing reports 264 participants and $27,733,828 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Shelby Gravel, Inc.
- EIN
- 35-0903596
- Plan number
- 002
- Plan type
- 2
- Location
- Shelbyville, IN
- Latest filing year
- 2023
- Participants
- 264
- End-of-year plan assets
- $27,733,828
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 264 | H, C | 20241008163321NAL0017991489001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,733,828
- Net assets (EOY)
- $27,733,828
- Net assets (BOY)
- $22,043,994
Income & contributions
- Employer contributions
- $1,160,202
- Participant contributions
- $1,657,067
- Total contributions
- $2,821,814
- Total income / additions
- $6,784,311
Expenses & distributions
- Benefits paid
- $2,563,267
- Administrative expenses
- $118,845
- Total expenses
- $2,682,112
- Net increase / (decrease)
- $4,102,199
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley | INVESTMENT ADVISOR | $62,217 | $0 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $35,423 | $0 | 2023 |
| Mcgladrey Llp | AUDITOR | $16,590 | $0 | 2023 |
| American Pension Advisors, Ltd. | CONTRACT ADMIN | $300 | $10,000 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Shelby Gravel, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Shelbyville, IN
- Morgan Stanley — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Mcgladrey Llp — Schedule C compensation
- American Pension Advisors, Ltd. — Schedule C compensation