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, S.H. Tevis & Son, Inc. Employees' 401k Profit Sharing Plan is a benefit plan reported by S.H. Tevis & Son Inc. under EIN 52-1484304 and plan number 001. The latest loaded filing year is 2023. The filing reports 378 participants and $14,247,124 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,247,124
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,247,124
- Net assets (BOY)
- $12,941,734
Income & contributions
- Employer contributions
- $372,201
- Participant contributions
- $1,099,632
- Total contributions
- $1,529,396
- Total income / additions
- $5,035,796
Expenses & distributions
- Benefits paid
- $3,669,959
- Administrative expenses
- $60,447
- Total expenses
- $3,730,406
- Net increase / (decrease)
- $1,305,390