Shippers Warehouse, Inc. 401(K) Plan — Form 5500 plan (Shippers Warehouse, 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, Shippers Warehouse, Inc. 401(K) Plan is a benefit plan reported by Shippers Warehouse, Inc. under EIN 75-1535048 and plan number 001. The latest loaded filing year is 2023. The filing reports 609 participants and $7,180,689 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Shippers Warehouse, Inc.
- EIN
- 75-1535048
- Plan number
- 001
- Plan type
- 2
- Location
- Hutchins, TX
- Latest filing year
- 2023
- Participants
- 609
- End-of-year plan assets
- $7,180,689
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 609 | H, C | 20241015140916NAL0016584083001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,180,689
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,180,689
- Net assets (BOY)
- $7,512,680
Income & contributions
- Employer contributions
- $223
- Participant contributions
- $790,756
- Total contributions
- $814,520
- Total income / additions
- $1,907,065
Expenses & distributions
- Benefits paid
- $2,120,728
- Administrative expenses
- $112,713
- Total expenses
- $2,239,056
- Net increase / (decrease)
- -$331,991
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $60,269 | $0 | 2023 |
| Baker Tilly Virchow Krause, Llp | AUDITOR | $29,944 | not reported in the loaded dataset | 2023 |
| Castle Rock Investment Company | INVESTMENT ADVISORY - PL | $22,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Shippers Warehouse, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Hutchins, TX
- Lincoln National Corporation — Schedule C compensation
- Baker Tilly Virchow Krause, Llp — Schedule C compensation
- Castle Rock Investment Company — Schedule C compensation