Shelterlogic Corp. 401(K) Plan — Form 5500 plan (Shelterlogic Corp.)
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, Shelterlogic Corp. 401(K) Plan is a benefit plan reported by Shelterlogic Corp. under EIN 45-2872214 and plan number 001. The latest loaded filing year is 2023. The filing reports 375 participants and $27,080,201 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Shelterlogic Corp.
- EIN
- 45-2872214
- Plan number
- 001
- Plan type
- 2
- Location
- Watertown, CT
- Latest filing year
- 2023
- Participants
- 375
- End-of-year plan assets
- $27,080,201
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 375 | H, C | 20241114105930NAL0010675091001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,080,201
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,080,201
- Net assets (BOY)
- $23,922,470
Income & contributions
- Employer contributions
- $631,176
- Participant contributions
- $1,470,564
- Total contributions
- $2,213,634
- Total income / additions
- $6,082,030
Expenses & distributions
- Benefits paid
- $2,853,793
- Administrative expenses
- $70,506
- Total expenses
- $2,924,299
- Net increase / (decrease)
- $3,157,731
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $70,505 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |