Shaw Industries Group, Inc. Retirement Savings Plan — Form 5500 plan (Shaw Industries Group, 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 Industries Group, Inc. Retirement Savings Plan is a benefit plan reported by Shaw Industries Group, Inc. under EIN 58-1032521 and plan number 002. The latest loaded filing year is 2023. The filing reports 22,259 participants and $1,621,963,133 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Shaw Industries Group, Inc.
- EIN
- 58-1032521
- Plan number
- 002
- Plan type
- 2
- Location
- Dalton, GA
- Latest filing year
- 2023
- Participants
- 22,259
- End-of-year plan assets
- $1,621,963,133
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 22,259 | H, C | 20241001125435NAL0007076609001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,621,963,133
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,621,963,133
- Net assets (BOY)
- $1,471,167,550
Income & contributions
- Employer contributions
- $36,126,363
- Participant contributions
- $95,114,911
- Total contributions
- $135,375,367
- Total income / additions
- $353,917,325
Expenses & distributions
- Benefits paid
- $201,592,901
- Administrative expenses
- $1,528,841
- Total expenses
- $203,121,742
- Net increase / (decrease)
- $150,795,583
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $1,528,841 | $113,239 | 2023 |
| Lockton Retirement Services | INVESTMENT ADVISORY | $0 | $63,310 | 2023 |
| Warren Averett | ACCOUNTANT | $0 | $8,100 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
| Creative Planning, LLC | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Shaw Industries Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Dalton, GA
- Principal Life Insurance Company — Schedule C compensation
- Lockton Retirement Services — Schedule C compensation
- Warren Averett — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation
- Creative Planning, LLC — Schedule C compensation