Plan5500

Shubert 401(K) Savings Plan — Form 5500 plan (The Shubert Organization, 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, Shubert 401(K) Savings Plan is a benefit plan reported by The Shubert Organization, Inc. under EIN 13-2751366 and plan number 002. The latest loaded filing year is 2023. The filing reports 398 participants and $71,104,526 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$71.1MPlan net assets, end of year$71,104,526
Participants398Covered participants reported
Assets / participant$178.7KComputed: assets ÷ participants$178,655 (computed)
Provider compensation$10.5K2 Schedule C provider row(s)$10,487
Plan sponsor
The Shubert Organization, Inc.
EIN
13-2751366
Plan number
002
Plan type
2
Location
New York, NY
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    398 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$71.1M total assets
Net assets$71.1MLiabilities$0
Money in vs. money out
Total income / additions$15.5M
Total expenses$4M
Benefits paid / distributions$4M
Contributions
Employer$1.2M
Participant$2.3M
Full reported line items

Net assets

Total assets (EOY)
$71,104,526
Total liabilities (EOY)
$0
Net assets (EOY)
$71,104,526
Net assets (BOY)
$59,544,975

Income & contributions

Employer contributions
$1,153,818
Participant contributions
$2,337,410
Total contributions
$3,492,523
Total income / additions
$15,538,716

Expenses & distributions

Benefits paid
$3,968,678
Administrative expenses
$10,487
Total expenses
$3,979,165
Net increase / (decrease)
$11,559,551
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 33%Participant 67%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income26%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Strategic Advisors, Inc.$8.1K
    ADVISOR · Direct $8.1K
  2. 2
    Fidelity Investments Institutional$2.4K
    RECORDKEEPER · Direct $2.4K · Indirect $0

Related Form 5500 pages