2023 Form 5500 filing — Old Shell Road Management, 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 20241015171805NAL0016954899001) for Old Shell Road Management, Inc. 401(K) Plan, reported by Old Shell Road Management, Inc. under EIN 87-4279908 and plan number 001. It reports 332 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

EFAST2 acknowledgement
20241015171805NAL0016954899001
Filing year
2023
Form type
2
Plan sponsor
Old Shell Road Management, Inc.
EIN
87-4279908
Plan number
001
Location
Theodore, AL
Participants
332
Schedules available
Schedule H
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$7,856,601
Total liabilities (EOY)
$0
Net assets (EOY)
$7,856,601
Employer contributions
$376,215
Participant contributions
$634,414
Total income / additions
$2,138,232
Benefits paid
$2,165,746
Administrative expenses
$3,215
Total expenses
$2,212,095
Net increase / (decrease)
-$73,863
Schedule source
Schedule H

Related Form 5500 pages