2023 Form 5500 filing — J. F. Shea Company, 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 20241008181243NAL0009966067001) for J. F. Shea Company, Inc. Retirement Savings Plan, reported by J. F. Shea Company, Inc. under EIN 94-1530032 and plan number 333. It reports 2,801 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008181243NAL0009966067001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- J. F. Shea Company, Inc.
- EIN
- 94-1530032
- Plan number
- 333
- Location
- Walnut, CA
- Participants
- 2,801
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $434,357,902
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $434,357,902
- Employer contributions
- $8,632,432
- Participant contributions
- $19,275,157
- Total income / additions
- $89,959,609
- Benefits paid
- $39,249,041
- Administrative expenses
- $356,615
- Total expenses
- $39,685,072
- Net increase / (decrease)
- $50,274,537
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | NONE | $258,335 | $0 |
| Mercer (Us) Inc Mercer Investments | NONE | $51,600 | not reported in the loaded dataset |
| Hedman Partners Llp | NONE | $28,668 | not reported in the loaded dataset |
| Jf Shea Co Inc | NONE | $18,007 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc | NONE | $0 | $0 |