Sps Retirement Plan — Form 5500 plan (Shonto Governing Board Of Education, 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, Sps Retirement Plan is a benefit plan reported by Shonto Governing Board Of Education, Inc. under EIN 86-0827306 and plan number 002. The latest loaded filing year is 2023. The filing reports 161 participants and $3,790,289 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Shonto Governing Board Of Education, Inc.
EIN
86-0827306
Plan number
002
Plan type
2
Location
Shonto, AZ
Latest filing year
2023
Participants
161
End-of-year plan assets
$3,790,289

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023161H, C20250415230735NAL0001843923001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,790,289
Total liabilities (EOY)
$49,805
Net assets (EOY)
$3,740,484
Net assets (BOY)
$3,390,760

Income & contributions

Employer contributions
$123,194
Participant contributions
$168,222
Total contributions
$291,416
Total income / additions
$720,874

Expenses & distributions

Benefits paid
$301,846
Administrative expenses
$69,304
Total expenses
$371,150
Net increase / (decrease)
$349,724

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pfg Advisors, LLCRIA$28,322$02023
John Hancock Life Insurance CompanyRECORDKEEPER$690$02023

Related Form 5500 pages