Mike Shaw Automotive 401(K) Plan — Form 5500 plan (Mike Shaw Management, 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, Mike Shaw Automotive 401(K) Plan is a benefit plan reported by Mike Shaw Management, Inc. under EIN 33-1089191 and plan number 001. The latest loaded filing year is 2023. The filing reports 386 participants and $7,486,840 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mike Shaw Management, Inc.
EIN
33-1089191
Plan number
001
Plan type
2
Location
Denver, CO
Latest filing year
2023
Participants
386
End-of-year plan assets
$7,486,840

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023386H, C20241009141843NAL0010710371001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,486,840
Total liabilities (EOY)
$0
Net assets (EOY)
$7,486,840
Net assets (BOY)
$6,491,418

Income & contributions

Employer contributions
$46,828
Participant contributions
$704,904
Total contributions
$751,732
Total income / additions
$1,730,334

Expenses & distributions

Benefits paid
$728,162
Administrative expenses
$9,859
Total expenses
$734,912
Net increase / (decrease)
$995,422

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Hightower Securities LLCADVISOR$0$16,6662023
Fidelity Investments InstitutionalRECORDKEEPER$9,859$02023

Related Form 5500 pages