2023 Form 5500 filing — Shelter Products, Inc. Savings Plan And Trust
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 20241009132912NAL0010664163001) for Shelter Products, Inc. Savings Plan And Trust, reported by Shelter Products, Inc. under EIN 91-1827267 and plan number 001. It reports 124 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009132912NAL0010664163001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Shelter Products, Inc.
- EIN
- 91-1827267
- Plan number
- 001
- Location
- Milwaukie, OR
- Participants
- 124
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $46,287,143
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $46,287,143
- Employer contributions
- $215,791
- Participant contributions
- $1,059,894
- Total income / additions
- $13,545,152
- Benefits paid
- $1,057,093
- Administrative expenses
- $122,009
- Total expenses
- $1,179,102
- Net increase / (decrease)
- $12,366,050
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Oneamerica Retirement Services LLC | NONE | $67,009 | not reported in the loaded dataset |
| Morgan Stanley | NONE | $30,000 | not reported in the loaded dataset |
| Geffen Mesher & Co. Pc | NONE | $25,000 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $0 | $0 |