2023 Form 5500 filing — 401(K)/Profit Sharing Retirement Plan Of The Shockey Companies
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 20240808093508NAL0002749395001) for 401(K)/Profit Sharing Retirement Plan Of The Shockey Companies, reported by Shockey Companies under EIN 54-0975725 and plan number 004. It reports 170 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240808093508NAL0002749395001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Shockey Companies
- EIN
- 54-0975725
- Plan number
- 004
- Location
- Winchester, VA
- Participants
- 170
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $40,684,497
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $40,684,497
- Employer contributions
- $705,045
- Participant contributions
- $779,368
- Total income / additions
- $7,880,673
- Benefits paid
- $2,329,500
- Administrative expenses
- $1,500
- Total expenses
- $2,331,000
- Net increase / (decrease)
- $5,549,673
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $1,500 | $0 |