2023 Form 5500 filing — Shg Planning, 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 20240822101121NAL0002984435001) for Shg Planning, Inc. 401(K) Plan, reported by Shg Planning, Inc. under EIN 11-2870073 and plan number 002. It reports 4 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240822101121NAL0002984435001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Shg Planning, Inc.
- EIN
- 11-2870073
- Plan number
- 002
- Location
- Brookville, NY
- Participants
- 4
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,942,683
- Net assets (EOY)
- $2,942,683
- Employer contributions
- $0
- Participant contributions
- $25,543
- Total income / additions
- $150,528
- Benefits paid
- $530,969
- Total expenses
- $530,969
- Net increase / (decrease)
- -$380,441
- Schedule source
- Schedule I