Shoe Carnival, Inc. Retirement Savings Plan — Form 5500 plan (Shoe Carnival, 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, Shoe Carnival, Inc. Retirement Savings Plan is a benefit plan reported by Shoe Carnival, Inc. under EIN 35-1736614 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,152 participants and $55,271,738 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$55.3MPlan net assets, end of year$55,271,738
Participants3.2KCovered participants reported3,152
Assets / participant$17.5KComputed: assets ÷ participants$17,535 (computed)
Provider compensation$40.1K5 Schedule C provider row(s)$40,064
- Plan sponsor
- Shoe Carnival, Inc.
- EIN
- 35-1736614
- Plan number
- 001
- Plan type
- 2
- Location
- Evansville, IN
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,152 | H, C | 20241002162238NAL0015589248001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$55.3M total assets
Net assets$55.3MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $55,271,738
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $55,271,738
- Net assets (BOY)
- $49,308,692
Income & contributions
- Employer contributions
- $1,066,174
- Participant contributions
- $3,074,502
- Total contributions
- $4,491,269
- Total income / additions
- $12,101,531
Expenses & distributions
- Benefits paid
- $5,980,949
- Administrative expenses
- $34,667
- Total expenses
- $6,138,485
- Net increase / (decrease)
- $5,963,046
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
26%74%
Employer 26%Participant 74%
Total expenses ÷ net assets11%Computed ratio
Benefits paid ÷ total income49%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $34,667 | $0 | 2023 |
| W Enterprises Inc | OTHER SERVICES | $0 | $3,238 | 2023 |
| Osaic Wealth, Inc. | OTHER SERVICES | $0 | $2,159 | 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 Shoe Carnival, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Evansville, IN
- Principal Life Insurance Company — Schedule C compensation
- W Enterprises Inc — Schedule C compensation
- Osaic Wealth, Inc. — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation