Retirement plan

SHELBY DISTRIBUTIONS, INC. P/S PLAN

Name: SHELBY DISTRIBUTIONS, INC. - SHELBY DISTRIBUTIONS, INC. P/S PLAN (2024) Form 5500
Creator: SHELBY DISTRIBUTIONS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SHELBY DISTRIBUTIONS, INC. P/S PLAN, SHELBY DISTRIBUTIONS, INC.

SHELBY DISTRIBUTIONS, INC.EIN 73-1634250Plan #001PY 2024

29 BUTTERFIELD TRAIL BLVD, SUITE A162 - EL PASO, TX 79906915-590-3050shelbydistributions.comLinkedIn11-50 employeesbusiness supplies and equipment

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$40K

+9.1% from 2023

Total participants

0.0% from 2023

Average account balance

$3,339

+9.1% from 2023

Annual return

9.14%

-4.35 pp from 2023

Benchmarks

See 10,317 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort10,317 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$40K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$3K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

120.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+9.14%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$78

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E3D2G2F2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$941

$94 / participant

Other / not subdivided$941100.0%

% of EOY assets

2.348%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$3,339

$110,039-97.0%

$97,260-96.6%

$145,884-97.7%

Participation rate

80.0%

75.9%+4.1pp

72.7%+7.3pp

80.3%-0.3pp

Annual return

9.14%

244.44%-235.3pp

75.54%-66.4pp

551.85%-542.7pp

Employer contribution / active EE

$3,074-100.0%

$2,721-100.0%

$4,662-100.0%

Participant deferral / active EE

$4,674-100.0%

$4,262-100.0%

$6,690-100.0%

Admin fee / account holder

$78

$6,204-98.7%

$5,640-98.6%

$13,392-99.4%

SHELBY DISTRIBUTIONS, INC. P/S PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SHELBY DISTRIBUTIONS, INC. P/S PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion