J. F. Shea Company, Inc. Retirement Savings Plan — Form 5500 plan (J. F. Shea Company, 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, J. F. Shea Company, Inc. Retirement Savings Plan is a benefit plan reported by J. F. Shea Company, Inc. under EIN 94-1530032 and plan number 333. The latest loaded filing year is 2023. The filing reports 2,801 participants and $434,357,902 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- J. F. Shea Company, Inc.
- EIN
- 94-1530032
- Plan number
- 333
- Plan type
- 3
- Location
- Walnut, CA
- Latest filing year
- 2023
- Participants
- 2,801
- End-of-year plan assets
- $434,357,902
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,801 | H, C | 20241008181243NAL0009966067001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $434,357,902
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $434,357,902
- Net assets (BOY)
- $384,083,365
Income & contributions
- Employer contributions
- $8,632,432
- Participant contributions
- $19,275,157
- Total contributions
- $28,244,899
- Total income / additions
- $89,959,609
Expenses & distributions
- Benefits paid
- $39,249,041
- Administrative expenses
- $356,615
- Total expenses
- $39,685,072
- Net increase / (decrease)
- $50,274,537
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | NONE | $258,335 | $0 | 2023 |
| Mercer (Us) Inc Mercer Investments | NONE | $51,600 | not reported in the loaded dataset | 2023 |
| Hedman Partners Llp | NONE | $28,668 | not reported in the loaded dataset | 2023 |
| Jf Shea Co Inc | NONE | $18,007 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for J. F. Shea Company, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Walnut, CA
- Empower Annuity Insurance Company O — Schedule C compensation
- Mercer (Us) Inc Mercer Investments — Schedule C compensation
- Hedman Partners Llp — Schedule C compensation
- Jf Shea Co Inc — Schedule C compensation
- Charles Schwab & Co., Inc — Schedule C compensation