2023 Form 5500 filing — Shelter Enterprises, Inc. 401(K) 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 20240715072658NAL0000663763001) for Shelter Enterprises, Inc. 401(K) Plan, reported by Shelter Enterprises, Inc. under EIN 14-1579382 and plan number 001. It reports 102 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20240715072658NAL0000663763001
Filing year
2023
Form type
2
Plan sponsor
Shelter Enterprises, Inc.
EIN
14-1579382
Plan number
001
Location
Cohoes, NY
Participants
102
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$3,882,149
Net assets (EOY)
$3,882,149
Employer contributions
$83,359
Participant contributions
$124,982
Total income / additions
$770,308
Benefits paid
$74,055
Total expenses
$74,055
Net increase / (decrease)
$696,253
Schedule source
Schedule I

Related Form 5500 pages