How many benefit plans does Shelly & Sands, Inc. report on Form 5500?

Shelly & Sands, Inc. (EIN 31-4351261) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Shelly & Sands, Inc.?

The Employer Identification Number (EIN) reported for Shelly & Sands, Inc. is 31-4351261.

What is the latest Form 5500 filing year for Shelly & Sands, Inc.?

The latest loaded Form 5500 filing year for Shelly & Sands, Inc. is 2023.

Shelly & Sands, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Shelly & Sands, Inc. (EIN 31-4351261) is a plan sponsor located in Zanesville, OH with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 31-4351261
Location: Zanesville, OH
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $82,327,586
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $82,327,586

Contributions & income

Employer contributions: $1,952,598
Participant contributions: $2,515,721
Total income / additions: $16,411,052

Expenses & distributions

Benefits paid / distributions: $5,473,345
Total expenses: $5,638,076
Net increase / (decrease): $10,772,976

Coverage

Total reported participants: 681
Plans with financial statements: 1
Plans with provider compensation: 2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Shelly & Sands, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Shelly & Sands, Inc. Employees 401(K) Plan	004	367	$82,327,586	2023
Shelly & Sands, Inc. Employee Benefit Plan	501	314	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Shelly & Sands, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Shelly & Sands, Inc. Employees 401(K) Plan	367	H, C	20241011151612NAL0023070561001
2023	Shelly & Sands, Inc. Employee Benefit Plan	314	C	20241224135422NAL0016232096001