Shoreline Carpet Supplies Of Gulf Coast 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Shoreline Carpet Supplies Of Gulf Coast)

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, Shoreline Carpet Supplies Of Gulf Coast 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Shoreline Carpet Supplies Of Gulf Coast under EIN 65-0665155 and plan number 001. The latest loaded filing year is 2023. The filing reports 178 participants and $5,133,167 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$5.1MPlan net assets, end of year$5,133,167
Participants178Covered participants reported
Assets / participant$28.8KComputed: assets ÷ participants$28,838 (computed)
Provider compensation$14K1 Schedule C provider row(s)$13,963
Plan sponsor
Shoreline Carpet Supplies Of Gulf Coast
EIN
65-0665155
Plan number
001
Plan type
2
Location
Naples, FL
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023178H, C20241015170327NAL0057379586001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$5.1M total assets
Net assets$5.1MLiabilities$0
Money in vs. money out
Total income / additions$1.4M
Total expenses$354.8K
Benefits paid / distributions$337.2K
Contributions
Employer$194.4K
Participant$481.2K
Full reported line items

Net assets

Total assets (EOY)
$5,133,167
Total liabilities (EOY)
$0
Net assets (EOY)
$5,133,167
Net assets (BOY)
$4,109,454

Income & contributions

Employer contributions
$194,391
Participant contributions
$481,187
Total contributions
$710,754
Total income / additions
$1,378,535

Expenses & distributions

Benefits paid
$337,212
Administrative expenses
$17,610
Total expenses
$354,822
Net increase / (decrease)
$1,023,713
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 29%Participant 71%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income24%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Advisory Services Network LLCSERVICE PROVIDER$0$13,9632023

Related Form 5500 pages