Shaft Drillers International, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Shaft Drillers International, 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, Shaft Drillers International, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Shaft Drillers International, LLC under EIN 20-5786434 and plan number 001. The latest loaded filing year is 2023. The filing reports 437 participants and $14,074,143 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Shaft Drillers International, LLC
EIN
20-5786434
Plan number
001
Plan type
2
Location
Mt. Morris, PA
Latest filing year
2023
Participants
437
End-of-year plan assets
$14,074,143

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023437H, C20241015134248NAL0016516179001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,074,143
Total liabilities (EOY)
$34,416
Net assets (EOY)
$14,039,727
Net assets (BOY)
$11,851,198

Income & contributions

Employer contributions
$396,210
Participant contributions
$886,135
Total contributions
$1,282,345
Total income / additions
$3,116,513

Expenses & distributions

Benefits paid
$798,559
Administrative expenses
$61,687
Total expenses
$927,984
Net increase / (decrease)
$2,188,529

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Stadion Money ManagementSERVICE PROVIDER$32,126not reported in the loaded dataset2023
Lincoln National CorporationSERVICE PROVIDER$25,506$02023

Related Form 5500 pages