Shaub-Ellison Company 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Shaub-Ellison Company)
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, Shaub-Ellison Company 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Shaub-Ellison Company under EIN 91-0722550 and plan number 002. The latest loaded filing year is 2023. The filing reports 168 participants and $11,252,540 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$11.3MPlan net assets, end of year$11,252,540
Participants168Covered participants reported
Assets / participant$67KComputed: assets ÷ participants$66,979 (computed)
Provider compensation$43.8K2 Schedule C provider row(s)$43,772
- Plan sponsor
- Shaub-Ellison Company
- EIN
- 91-0722550
- Plan number
- 002
- Plan type
- 2
- Location
- Tacoma, WA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 168 | H, C | 20240927075428NAL0001067171001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$11.3M total assets
Net assets$11.3MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $11,252,540
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,252,540
- Net assets (BOY)
- $9,797,227
Income & contributions
- Employer contributions
- $400,000
- Participant contributions
- $249,979
- Total contributions
- $655,484
- Total income / additions
- $2,394,929
Expenses & distributions
- Benefits paid
- $895,006
- Administrative expenses
- $44,319
- Total expenses
- $939,616
- Net increase / (decrease)
- $1,455,313
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
62%38%
Employer 62%Participant 38%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income37%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Usi Advisors Inc | ADVISOR | $23,765 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $20,007 | $0 | 2023 |