Scj Alliance 401(K) Plan — Form 5500 plan (Shea, Carr & Jewell, 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, Scj Alliance 401(K) Plan is a benefit plan reported by Shea, Carr & Jewell, Inc. under EIN 20-4834444 and plan number 001. The latest loaded filing year is 2023. The filing reports 158 participants and $11,568,441 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Shea, Carr & Jewell, Inc.
EIN
20-4834444
Plan number
001
Plan type
2
Location
Lacey, WA
Latest filing year
2023
Participants
158
End-of-year plan assets
$11,568,441

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023158H, C20240909160412NAL0002477027001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,568,441
Total liabilities (EOY)
$0
Net assets (EOY)
$11,568,441
Net assets (BOY)
$9,864,942

Income & contributions

Participant contributions
$1,056,151
Total contributions
$1,237,186
Total income / additions
$2,920,998

Expenses & distributions

Benefits paid
$1,195,429
Administrative expenses
$22,070
Total expenses
$1,217,499
Net increase / (decrease)
$1,703,499

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$22,069$02023

Related Form 5500 pages