401(K)/Profit Sharing Retirement Plan Of The Shockey Companies — Form 5500 plan (Shockey Companies)
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, 401(K)/Profit Sharing Retirement Plan Of The Shockey Companies is a benefit plan reported by Shockey Companies under EIN 54-0975725 and plan number 004. The latest loaded filing year is 2023. The filing reports 170 participants and $40,684,497 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Shockey Companies
- EIN
- 54-0975725
- Plan number
- 004
- Plan type
- 2
- Location
- Winchester, VA
- Latest filing year
- 2023
- Participants
- 170
- End-of-year plan assets
- $40,684,497
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 170 | H, C | 20240808093508NAL0002749395001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $40,684,497
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $40,684,497
- Net assets (BOY)
- $35,134,824
Income & contributions
- Employer contributions
- $705,045
- Participant contributions
- $779,368
- Total contributions
- $1,501,664
- Total income / additions
- $7,880,673
Expenses & distributions
- Benefits paid
- $2,329,500
- Administrative expenses
- $1,500
- Total expenses
- $2,331,000
- Net increase / (decrease)
- $5,549,673
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $1,500 | $0 | 2023 |