Shaw Development, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Shaw Development, LLC)
Plain-English plan 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, Shaw Development, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Shaw Development, LLC under EIN 11-2062656 and plan number 001. The latest loaded filing year is 2023. The filing reports 328 participants and $16,882,276 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Shaw Development, LLC
- EIN
- 11-2062656
- Plan number
- 001
- Plan type
- 2
- Location
- Bonita Springs, FL
- Latest filing year
- 2023
- Participants
- 328
- End-of-year plan assets
- $16,882,276
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 328 | H, C | 20240712122723NAL0019829697001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,882,276
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,882,276
- Net assets (BOY)
- $13,786,883
Income & contributions
- Employer contributions
- $625,314
- Participant contributions
- $1,194,700
- Total contributions
- $2,166,920
- Total income / additions
- $4,275,935
Expenses & distributions
- Benefits paid
- $1,107,987
- Administrative expenses
- $72,555
- Total expenses
- $1,180,542
- Net increase / (decrease)
- $3,095,393
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $72,609 | $0 | 2023 |
| Kestra Advisory Services, LLC | INVESTMENT ADVISORY | $0 | $35,644 | 2023 |
| Progressive Pension Admin., Inc. | OTHER SERVICES | $0 | $5,390 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Shaw Development, LLC
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Bonita Springs, FL
- Principal Life Insurance Company — Schedule C compensation
- Kestra Advisory Services, LLC — Schedule C compensation
- Progressive Pension Admin., Inc. — Schedule C compensation