2023 Form 5500 filing — Shelton Energy Solutions, LLC 401(K) Plan & 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 20241015171953NAL0029231985001) for Shelton Energy Solutions, LLC 401(K) Plan & Trust, reported by Shelton Energy Solutions, LLC under EIN 81-2064052 and plan number 001. It reports 269 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015171953NAL0029231985001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Shelton Energy Solutions, LLC
- EIN
- 81-2064052
- Plan number
- 001
- Location
- Alexandria, LA
- Participants
- 269
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,086,357
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,086,357
- Employer contributions
- $774,319
- Participant contributions
- $1,415,844
- Total income / additions
- $3,006,335
- Benefits paid
- $485,380
- Administrative expenses
- $47,896
- Total expenses
- $555,655
- Net increase / (decrease)
- $2,450,680
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $28,373 | $0 |
| Lpl Financial | INVESTMENT/FINANCIAL ADVI | $19,522 | $0 |