Shelter Enterprises, Inc. 401(K) Plan — Form 5500 plan (Shelter Enterprises, 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, Shelter Enterprises, Inc. 401(K) Plan is a benefit plan reported by Shelter Enterprises, Inc. under EIN 14-1579382 and plan number 001. The latest loaded filing year is 2023. The filing reports 102 participants and $3,882,149 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Shelter Enterprises, Inc.
- EIN
- 14-1579382
- Plan number
- 001
- Plan type
- 2
- Location
- Cohoes, NY
- Latest filing year
- 2023
- Participants
- 102
- End-of-year plan assets
- $3,882,149
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 102 | I | 20240715072658NAL0000663763001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $3,882,149
- Net assets (EOY)
- $3,882,149
- Net assets (BOY)
- $3,185,896
Income & contributions
- Employer contributions
- $83,359
- Participant contributions
- $124,982
- Total income / additions
- $770,308
Expenses & distributions
- Benefits paid
- $74,055
- Total expenses
- $74,055
- Net increase / (decrease)
- $696,253
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.