Shaw Electric, Inc. Retirement Savings Plan — Form 5500 plan (Shaw Electric, 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, Shaw Electric, Inc. Retirement Savings Plan is a benefit plan reported by Shaw Electric, Inc. under EIN 42-0843255 and plan number 001. The latest loaded filing year is 2023. The filing reports 138 participants and $16,776,115 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Shaw Electric, Inc.
EIN
42-0843255
Plan number
001
Plan type
2
Location
Davenport, IA
Latest filing year
2023
Participants
138
End-of-year plan assets
$16,776,115

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023138H, C20240624141444NAL0004033379001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,776,115
Total liabilities (EOY)
$0
Net assets (EOY)
$16,776,115
Net assets (BOY)
$13,623,666

Income & contributions

Employer contributions
$540,682
Participant contributions
$860,537
Total contributions
$1,451,665
Total income / additions
$3,853,165

Expenses & distributions

Benefits paid
$623,428
Administrative expenses
$50,282
Total expenses
$700,716
Net increase / (decrease)
$3,152,449

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cambridge Investment ResearchADVISOR$37,500not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$9,450$02023

Related Form 5500 pages