Shamin Management, LLC — Form 5500 plan (Shamin Management, LLC)

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, Shamin Management, LLC is a benefit plan reported by Shamin Management, LLC under EIN 54-1868092 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,387 participants and $6,539,648 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Shamin Management, LLC
EIN
54-1868092
Plan number
001
Plan type
2
Location
Richmond, VA
Latest filing year
2023
Participants
1,387
End-of-year plan assets
$6,539,648

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,387H, C20241014162634NAL0027854737001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,539,648
Total liabilities (EOY)
$1,191
Net assets (EOY)
$6,538,457
Net assets (BOY)
$5,220,169

Income & contributions

Employer contributions
$121,543
Participant contributions
$765,019
Total contributions
$901,979
Total income / additions
$1,892,096

Expenses & distributions

Benefits paid
$552,730
Administrative expenses
$14,955
Total expenses
$573,808
Net increase / (decrease)
$1,318,288

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Usi Consulting GroupN/A$14,830$02023
Securian Financial ServicesN/A$0not reported in the loaded dataset2023
NwpsN/A$0not reported in the loaded dataset2023

Related Form 5500 pages