Shively Bros. , Inc. Employee Stock Ownership Plan And Trust — Form 5500 plan (Shively Brothers, 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, Shively Bros. , Inc. Employee Stock Ownership Plan And Trust is a benefit plan reported by Shively Brothers, Inc. under EIN 38-1334301 and plan number 001. The latest loaded filing year is 2023. The filing reports 350 participants and $26,361,635 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Shively Brothers, Inc.
- EIN
- 38-1334301
- Plan number
- 001
- Plan type
- 2
- Location
- Flint, MI
- Latest filing year
- 2023
- Participants
- 350
- End-of-year plan assets
- $26,361,635
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 350 | H | 20250430132717NAL0001913905001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,361,635
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,361,635
- Net assets (BOY)
- $25,720,328
Income & contributions
- Employer contributions
- $1,694,534
- Total contributions
- $1,694,534
- Total income / additions
- $4,287,304
Expenses & distributions
- Benefits paid
- $3,645,927
- Administrative expenses
- $70
- Total expenses
- $3,645,997
- Net increase / (decrease)
- $641,307
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.