Short-Elliott-Hendrickson, Inc. Profit Sharing And 401(K) Plan — Form 5500 plan (Short-Elliott-Hendrickson, 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, Short-Elliott-Hendrickson, Inc. Profit Sharing And 401(K) Plan is a benefit plan reported by Short-Elliott-Hendrickson, Inc. under EIN 41-1251208 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,222 participants and $196,217,282 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Short-Elliott-Hendrickson, Inc.
- EIN
- 41-1251208
- Plan number
- 001
- Plan type
- 2
- Location
- St Paul, MN
- Latest filing year
- 2023
- Participants
- 1,222
- End-of-year plan assets
- $196,217,282
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,222 | H, C | 20250331135750NAL0005560961001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $196,217,282
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $196,217,282
- Net assets (BOY)
- $168,235,586
Income & contributions
- Employer contributions
- $1,375,240
- Participant contributions
- $10,118,321
- Total contributions
- $13,055,679
- Total income / additions
- $46,424,251
Expenses & distributions
- Benefits paid
- $19,852,185
- Administrative expenses
- $28,988
- Total expenses
- $19,889,062
- Net increase / (decrease)
- $26,535,189
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $57,337 | not reported in the loaded dataset | 2023 |
| Intellicents Invest Solutions Inc | ADVISOR | $31,500 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$59,755 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Short-Elliott-Hendrickson, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in St Paul, MN
- Strategic Advisors, Inc. — Schedule C compensation
- Intellicents Invest Solutions Inc — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation