2023 Form 5500 filing — Shelby Group Employees Profit Sharing 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 20241119173915NAL0001856227001) for Shelby Group Employees Profit Sharing 401(K) Plan, reported by Shelby Group Employees Profit Sharing 401(K) Plan under EIN 62-1237127 and plan number 001. It reports 387 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241119173915NAL0001856227001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Shelby Group Employees Profit Sharing 401(K) Plan
- EIN
- 62-1237127
- Plan number
- 001
- Location
- Collierville, TN
- Participants
- 387
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Net assets (EOY)
- $0
- Total income / additions
- -$508,814
- Benefits paid
- $165,220
- Administrative expenses
- $2,897
- Total expenses
- $168,117
- Net increase / (decrease)
- -$676,931
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $52,479 | $0 |
| Prime Capital Inv Advisors LLC | INVESTMENT MANAGEMENT | $36,066 | not reported in the loaded dataset |
| Reynolds, Bone & Griesbeck Plc | AUDITOR | $12,500 | not reported in the loaded dataset |
| Transamerica Retirement Solutions | RECORD KEEPER | $2,761 | $0 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |