Shelter Products, Inc. Savings Plan And Trust — Form 5500 plan (Shelter Products, 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, Shelter Products, Inc. Savings Plan And Trust is a benefit plan reported by Shelter Products, Inc. under EIN 91-1827267 and plan number 001. The latest loaded filing year is 2023. The filing reports 124 participants and $46,287,143 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Shelter Products, Inc.
- EIN
- 91-1827267
- Plan number
- 001
- Plan type
- 2
- Location
- Milwaukie, OR
- Latest filing year
- 2023
- Participants
- 124
- End-of-year plan assets
- $46,287,143
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 124 | H, C | 20241009132912NAL0010664163001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $46,287,143
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $46,287,143
- Net assets (BOY)
- $33,150,674
Income & contributions
- Employer contributions
- $215,791
- Participant contributions
- $1,059,894
- Total contributions
- $1,414,457
- Total income / additions
- $13,545,152
Expenses & distributions
- Benefits paid
- $1,057,093
- Administrative expenses
- $122,009
- Total expenses
- $1,179,102
- Net increase / (decrease)
- $12,366,050
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Oneamerica Retirement Services LLC | NONE | $67,009 | not reported in the loaded dataset | 2023 |
| Morgan Stanley | NONE | $30,000 | not reported in the loaded dataset | 2023 |
| Geffen Mesher & Co. Pc | NONE | $25,000 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Shelter Products, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Milwaukie, OR
- Oneamerica Retirement Services LLC — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- Geffen Mesher & Co. Pc — Schedule C compensation
- Matrix Trust Company — Schedule C compensation