Shoe Carnival, Inc. Retirement Savings Plan — Form 5500 plan (Shoe Carnival, 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, Shoe Carnival, Inc. Retirement Savings Plan is a benefit plan reported by Shoe Carnival, Inc. under EIN 35-1736614 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,152 participants and $55,271,738 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Shoe Carnival, Inc.
- EIN
- 35-1736614
- Plan number
- 001
- Plan type
- 2
- Location
- Evansville, IN
- Latest filing year
- 2023
- Participants
- 3,152
- End-of-year plan assets
- $55,271,738
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,152 | H, C | 20241002162238NAL0015589248001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $55,271,738
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $55,271,738
- Net assets (BOY)
- $49,308,692
Income & contributions
- Employer contributions
- $1,066,174
- Participant contributions
- $3,074,502
- Total contributions
- $4,491,269
- Total income / additions
- $12,101,531
Expenses & distributions
- Benefits paid
- $5,980,949
- Administrative expenses
- $34,667
- Total expenses
- $6,138,485
- Net increase / (decrease)
- $5,963,046
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $34,667 | $0 | 2023 |
| W Enterprises Inc | OTHER SERVICES | $0 | $3,238 | 2023 |
| Osaic Wealth, Inc. | OTHER SERVICES | $0 | $2,159 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Shoe Carnival, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Evansville, IN
- Principal Life Insurance Company — Schedule C compensation
- W Enterprises Inc — Schedule C compensation
- Osaic Wealth, Inc. — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation