Sw/Qc Employee Retirement Plan — Form 5500 plan (Shelter West Construction, 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, Sw/Qc Employee Retirement Plan is a benefit plan reported by Shelter West Construction, Inc. under EIN 81-0457292 and plan number 001. The latest loaded filing year is 2023. The filing reports 125 participants and $10,320,836 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Shelter West Construction, Inc.
EIN
81-0457292
Plan number
001
Plan type
2
Location
Missoula, MT
Latest filing year
2023
Participants
125
End-of-year plan assets
$10,320,836

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023125H, C20240918132406NAL0006341312001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,320,836
Total liabilities (EOY)
$0
Net assets (EOY)
$10,320,836
Net assets (BOY)
$8,164,307

Income & contributions

Employer contributions
$272,148
Participant contributions
$462,953
Total contributions
$735,101
Total income / additions
$2,351,214

Expenses & distributions

Benefits paid
$184,220
Administrative expenses
$10,465
Total expenses
$194,685
Net increase / (decrease)
$2,156,529

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Kcoe Isom LlpAUDITOR$14,750not reported in the loaded dataset2023
Big Sky Retirement Inc.CONTRACT ADMIN$7,633not reported in the loaded dataset2023
Capital Group Retirement Plan ServiRECORDKEEPER$1,038$02023

Related Form 5500 pages