The Shelburne Company Employee Stock Ownership Plan — Form 5500 plan (The Shelburne Company)
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, The Shelburne Company Employee Stock Ownership Plan is a benefit plan reported by The Shelburne Company under EIN 52-0674793 and plan number 002. The latest loaded filing year is 2023. The filing reports 21 participants and $594,365 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Shelburne Company
- EIN
- 52-0674793
- Plan number
- 002
- Plan type
- 2
- Location
- Taneytown, MD
- Latest filing year
- 2023
- Participants
- 21
- End-of-year plan assets
- $594,365
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 21 | I | 20241015134415NAL0016519315001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $594,365
- Total liabilities (EOY)
- $654,126
- Net assets (EOY)
- -$59,761
- Net assets (BOY)
- -$226,408
Income & contributions
- Employer contributions
- $87,432
- Total income / additions
- $250,464
Expenses & distributions
- Benefits paid
- $49,652
- Total expenses
- $83,817
- Net increase / (decrease)
- $166,647
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.