Plan5500

Shearer Supply, Inc. 401(K) Plan — Form 5500 plan (Shearer Supply, LLC)

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, Shearer Supply, Inc. 401(K) Plan is a benefit plan reported by Shearer Supply, LLC under EIN 75-2948578 and plan number 001. The latest loaded filing year is 2023. The filing reports 267 participants and $8,879,773 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Shearer Supply, LLC
EIN
75-2948578
Plan number
001
Plan type
2
Location
Farmers Branch, TX
Latest filing year
2023
Participants
267
End-of-year plan assets
$8,879,773

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023267H, C20240722161006NAL0010796929001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,879,773
Total liabilities (EOY)
$0
Net assets (EOY)
$8,879,773
Net assets (BOY)
$6,716,197

Income & contributions

Employer contributions
$480,535
Participant contributions
$844,058
Total contributions
$1,648,982
Total income / additions
$2,824,548

Expenses & distributions

Benefits paid
$659,564
Administrative expenses
$1,408
Total expenses
$660,972
Net increase / (decrease)
$2,163,576

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Armanino LlpCONTRACT ADMIN$4,030not reported in the loaded dataset2023
Empower Annunity Ins Co Of AmericaRECORDKEEPER$2,307$02023
Empower Advisory Group LLCINVESTMENT MGMT$465not reported in the loaded dataset2023

Related Form 5500 pages