Old Shell Road Management, Inc. 401(K) Plan — Form 5500 plan (Old Shell Road Management, 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, Old Shell Road Management, Inc. 401(K) Plan is a benefit plan reported by Old Shell Road Management, Inc. under EIN 87-4279908 and plan number 001. The latest loaded filing year is 2023. The filing reports 332 participants and $7,856,601 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Old Shell Road Management, Inc.
- EIN
- 87-4279908
- Plan number
- 001
- Plan type
- 2
- Location
- Theodore, AL
- Latest filing year
- 2023
- Participants
- 332
- End-of-year plan assets
- $7,856,601
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 332 | H | 20241015171805NAL0016954899001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,856,601
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,856,601
- Net assets (BOY)
- $7,930,464
Income & contributions
- Employer contributions
- $376,215
- Participant contributions
- $634,414
- Total contributions
- $1,050,517
- Total income / additions
- $2,138,232
Expenses & distributions
- Benefits paid
- $2,165,746
- Administrative expenses
- $3,215
- Total expenses
- $2,212,095
- Net increase / (decrease)
- -$73,863
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.