2023 Form 5500 filing — Shields Insurance Group Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240429170515NAL0021798674001) for Shields Insurance Group Retirement Plan, reported by Shields Insurance Group, Inc. under EIN 81-0999553 and plan number 001. It reports 4 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240429170515NAL0021798674001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Shields Insurance Group, Inc.
- EIN
- 81-0999553
- Plan number
- 001
- Location
- Mount Vernon, IL
- Participants
- 4
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $244,116
- Net assets (EOY)
- $244,116
- Employer contributions
- $5,053
- Participant contributions
- $6,316
- Total income / additions
- $54,756
- Total expenses
- $0
- Net increase / (decrease)
- $54,756
- Schedule source
- Schedule I