2023 Form 5500 filing — Shallenberger Construction, Inc. 401(K) Davis Bacon 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 20241211135851NAL0011507777001) for Shallenberger Construction, Inc. 401(K) Davis Bacon Plan, reported by Shallenberger Construction, Inc. under EIN 25-1661288 and plan number 002. It reports 226 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241211135851NAL0011507777001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Shallenberger Construction, Inc.
- EIN
- 25-1661288
- Plan number
- 002
- Location
- Connellsville, PA
- Participants
- 226
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,002,347
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,002,347
- Employer contributions
- $257,029
- Participant contributions
- $310,120
- Total income / additions
- $2,219,366
- Benefits paid
- $728,195
- Administrative expenses
- $41,315
- Total expenses
- $802,171
- Net increase / (decrease)
- $1,417,195
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTACT ADMINISTRATOR | $41,965 | not reported in the loaded dataset |
| Principal Life Insurance Company | CONTACT ADMINISTRATOR | $39,185 | $0 |
| Lpl Financial LLC - Rpcp | INVESTMENT ADVISORY | $0 | $21,294 |
| Lpl Financial LLC - Rpcp | INVESTMENT ADVISORY | $0 | $12,344 |
| Metro Benefits, Inc | CONTRACT ADMINISTRATOR | $1,743 | $2,504 |
| Metro Benefits, Inc. | CONTACT ADMINISTRATOR | $2,130 | $308 |
| Lpl Financial LLC | OTHER SERVICES | $0 | $563 |