2023 Form 5500 filing — Shetland Properties Employee Savings And 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 20240813095301NAL0017749408001) for Shetland Properties Employee Savings And Retirement Plan, reported by Shetland Investments Limited Partnership under EIN 04-2936220 and plan number 002. It reports 36 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240813095301NAL0017749408001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Shetland Investments Limited Partnership
- EIN
- 04-2936220
- Plan number
- 002
- Location
- Beverly, MA
- Participants
- 36
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,304,622
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,304,622
- Employer contributions
- $104,337
- Participant contributions
- $167,746
- Total income / additions
- $2,231,134
- Benefits paid
- $206,814
- Administrative expenses
- $312
- Total expenses
- $207,126
- Net increase / (decrease)
- $2,024,008
- Schedule source
- Schedule I