Shur-Co, LLC 401(K) Plan — Form 5500 plan (Shur-Co, 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, Shur-Co, LLC 401(K) Plan is a benefit plan reported by Shur-Co, LLC under EIN 27-4029187 and plan number 001. The latest loaded filing year is 2023. The filing reports 415 participants and $19,891,144 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Shur-Co, LLC
EIN
27-4029187
Plan number
001
Plan type
2
Location
Yankton, SD
Latest filing year
2023
Participants
415
End-of-year plan assets
$19,891,144

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023415H, C20241122151552NAL0003186416001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$19,891,144
Total liabilities (EOY)
$0
Net assets (EOY)
$19,891,144
Net assets (BOY)
$16,671,538

Income & contributions

Employer contributions
$401,385
Participant contributions
$1,264,786
Total contributions
$1,788,685
Total income / additions
$4,737,154

Expenses & distributions

Benefits paid
$1,466,753
Administrative expenses
$48,771
Total expenses
$1,517,548
Net increase / (decrease)
$3,219,606

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Visionpoint Advisory GroupADVISOR$31,637not reported in the loaded dataset2023
Fidelity Workplace Services, LLCPLAN ADMINISTRATOR$17,134$02023

Related Form 5500 pages