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, Inc. Employee Retirement 403(B) Plan is a benefit plan reported by Shelter Inc under EIN 68-0117241 and plan number 001. The latest loaded filing year is 2023. The filing reports 164 participants and $2,547,015 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,547,015
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,547,015
- Net assets (BOY)
- $1,832,433
Income & contributions
- Employer contributions
- $110,366
- Participant contributions
- $351,310
- Total contributions
- $639,352
- Total income / additions
- $929,510
Expenses & distributions
- Benefits paid
- $194,254
- Administrative expenses
- $20,674
- Total expenses
- $214,928
- Net increase / (decrease)
- $714,582