Shields Insurance Group Retirement Plan — Form 5500 plan (Shields Insurance Group, 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, Shields Insurance Group Retirement Plan is a benefit plan reported by Shields Insurance Group, Inc. under EIN 81-0999553 and plan number 001. The latest loaded filing year is 2023. The filing reports 4 participants and $244,116 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Shields Insurance Group, Inc.
- EIN
- 81-0999553
- Plan number
- 001
- Plan type
- 2
- Location
- Mount Vernon, IL
- Latest filing year
- 2023
- Participants
- 4
- End-of-year plan assets
- $244,116
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4 | I | 20240429170515NAL0021798674001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $244,116
- Net assets (EOY)
- $244,116
- Net assets (BOY)
- $189,360
Income & contributions
- Employer contributions
- $5,053
- Participant contributions
- $6,316
- Total income / additions
- $54,756
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- $54,756
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.