2023 Form 5500 filing — Shaw Brothers Construction Profit Sharing 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 20240912111933NAL0016959570001) for Shaw Brothers Construction Profit Sharing Plan, reported by Shaw Brothers Construction, Inc. under EIN 01-0350537 and plan number 001. It reports 231 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240912111933NAL0016959570001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Shaw Brothers Construction, Inc.
- EIN
- 01-0350537
- Plan number
- 001
- Location
- Gorham, ME
- Participants
- 231
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,930,854
- Net assets (EOY)
- $23,930,854
- Employer contributions
- $1,365,000
- Total income / additions
- $3,439,883
- Benefits paid
- $1,067,326
- Administrative expenses
- $275
- Total expenses
- $1,067,601
- Net increase / (decrease)
- $2,372,282
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services Inc | CUSTODIAN | $383 | $2,735 |
| Charles Schwab & Co., Inc. | CUSTODIAN | $1,275 | $0 |
| Morgan Stanley Smith Barney LLC | CUSTODIAN | not reported in the loaded dataset | not reported in the loaded dataset |