Plan5500

Shelby Group Employees Profit Sharing 401(K) Plan — Form 5500 plan (Shelby Group International, 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, Shelby Group Employees Profit Sharing 401(K) Plan is a benefit plan reported by Shelby Group International, Inc. under EIN 62-1237127 and plan number 001. The latest loaded filing year is 2023. The filing reports 397 participants and $33,004,358 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Shelby Group International, Inc.
EIN
62-1237127
Plan number
001
Plan type
2
Location
Collierville, TN
Latest filing year
2023
Participants
397
End-of-year plan assets
$33,004,358

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023397H, C20241014172703NAL0027980321002
2023387H, C20241119173915NAL0001856227001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$0
Net assets (EOY)
$0
Net assets (BOY)
$33,004,358

Income & contributions

Total income / additions
-$508,814

Expenses & distributions

Benefits paid
$165,220
Administrative expenses
$2,897
Total expenses
$168,117
Net increase / (decrease)
-$676,931

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORDKEEPER$52,479$02023
Prime Capital Inv Advisors LLCINVESTMENT MANAGEMENT$36,066not reported in the loaded dataset2023
Reynolds, Bone & Griesbeck PlcAUDITOR$12,500not reported in the loaded dataset2023
Transamerica Retirement SolutionsRECORD KEEPER$2,761$02023
National Financial ServicesSECURITIES BROKER$0$02023

Related Form 5500 pages