2023 Form 5500 filing — The Sheakley Group Of Companies 401(K)
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 20240805111218NAL0002569010001) for The Sheakley Group Of Companies 401(K), reported by The Sheakley Group, Inc. under EIN 31-1176227 and plan number 001. It reports 347 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240805111218NAL0002569010001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Sheakley Group, Inc.
- EIN
- 31-1176227
- Plan number
- 001
- Location
- Cincinnati, OH
- Participants
- 347
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,744,059
- Total liabilities (EOY)
- $5,408
- Net assets (EOY)
- $28,738,651
- Employer contributions
- $355,038
- Participant contributions
- $1,159,198
- Total income / additions
- $5,998,815
- Benefits paid
- $610,788
- Administrative expenses
- $28,785
- Total expenses
- $639,573
- Net increase / (decrease)
- $5,359,242
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Octavia | INVESTMENT ADVISOR | $13,989 | not reported in the loaded dataset |
| Matrix | TRUSTEE | $12,226 | not reported in the loaded dataset |
| Sheakley Workforce Management | EMPLOYER | $2,570 | not reported in the loaded dataset |