Shelter Systems Ltd 401(K) Plan — Form 5500 plan (Shelter Systems Limited)
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, Shelter Systems Ltd 401(K) Plan is a benefit plan reported by Shelter Systems Limited under EIN 52-1804297 and plan number 001. The latest loaded filing year is 2023. The filing reports 158 participants and $13,038,263 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Shelter Systems Limited
- EIN
- 52-1804297
- Plan number
- 001
- Plan type
- 2
- Location
- Westminster, MD
- Latest filing year
- 2023
- Participants
- 158
- End-of-year plan assets
- $13,038,263
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 158 | H, C | 20240717102740NAL0004247953001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,038,263
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,038,263
- Net assets (BOY)
- $10,008,342
Income & contributions
- Employer contributions
- $745,974
- Participant contributions
- $745,974
- Total contributions
- $1,491,948
- Total income / additions
- $3,418,330
Expenses & distributions
- Benefits paid
- $323,658
- Administrative expenses
- $48,358
- Total expenses
- $388,409
- Net increase / (decrease)
- $3,029,921
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch Retirement & Benefit | NONE | $34,674 | not reported in the loaded dataset | 2023 |
| Ascensus LLC | NONE | $13,684 | $0 | 2023 |