2023 Form 5500 filing — Shively Bros. , Inc. Employee Stock Ownership 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 20250430132717NAL0001913905001) for Shively Bros. , Inc. Employee Stock Ownership Plan And Trust, reported by Shively Brothers, Inc. under EIN 38-1334301 and plan number 001. It reports 350 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
- EFAST2 acknowledgement
- 20250430132717NAL0001913905001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Shively Brothers, Inc.
- EIN
- 38-1334301
- Plan number
- 001
- Location
- Flint, MI
- Participants
- 350
- Schedules available
- Schedule H
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,361,635
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,361,635
- Employer contributions
- $1,694,534
- Total income / additions
- $4,287,304
- Benefits paid
- $3,645,927
- Administrative expenses
- $70
- Total expenses
- $3,645,997
- Net increase / (decrease)
- $641,307
- Schedule source
- Schedule H