2023 Form 5500 filing — Shaw Industries Group, Inc. Retirement Savings 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 20241001125435NAL0007076609001) for Shaw Industries Group, Inc. Retirement Savings Plan, reported by Shaw Industries Group, Inc. under EIN 58-1032521 and plan number 002. It reports 22,259 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001125435NAL0007076609001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Shaw Industries Group, Inc.
- EIN
- 58-1032521
- Plan number
- 002
- Location
- Dalton, GA
- Participants
- 22,259
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,621,963,133
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,621,963,133
- Employer contributions
- $36,126,363
- Participant contributions
- $95,114,911
- Total income / additions
- $353,917,325
- Benefits paid
- $201,592,901
- Administrative expenses
- $1,528,841
- Total expenses
- $203,121,742
- Net increase / (decrease)
- $150,795,583
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $1,528,841 | $113,239 |
| Lockton Retirement Services | INVESTMENT ADVISORY | $0 | $63,310 |
| Warren Averett | ACCOUNTANT | $0 | $8,100 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |
| Creative Planning, LLC | INV ADV, PARTICIPANTS | $0 | $0 |