Shg Planning, Inc. 401(K) Plan — Form 5500 plan (Shg Planning, Inc.)
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, Shg Planning, Inc. 401(K) Plan is a benefit plan reported by Shg Planning, Inc. under EIN 11-2870073 and plan number 002. The latest loaded filing year is 2023. The filing reports 4 participants and $2,942,683 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Shg Planning, Inc.
- EIN
- 11-2870073
- Plan number
- 002
- Plan type
- 2
- Location
- Brookville, NY
- Latest filing year
- 2023
- Participants
- 4
- End-of-year plan assets
- $2,942,683
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4 | I | 20240822101121NAL0002984435001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,942,683
- Net assets (EOY)
- $2,942,683
- Net assets (BOY)
- $3,323,124
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $25,543
- Total income / additions
- $150,528
Expenses & distributions
- Benefits paid
- $530,969
- Total expenses
- $530,969
- Net increase / (decrease)
- -$380,441
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.