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SHAW ENTERPRISES INC RETIREMENT PENSION TRUST FUND 401k Plan overview

Plan NameSHAW ENTERPRISES INC RETIREMENT PENSION TRUST FUND
Plan identification number 002

SHAW ENTERPRISES INC RETIREMENT PENSION TRUST FUND Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • Profit-sharing
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

SHAW ENTERPRISES INC has sponsored the creation of one or more 401k plans.

Company Name:SHAW ENTERPRISES INC
Employer identification number (EIN):222325864
NAIC Classification:453990

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SHAW ENTERPRISES INC RETIREMENT PENSION TRUST FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022019-09-01
0022018-09-01
0022017-09-01
0022016-09-01SCOTT SHAW SCOTT SHAW2018-04-25
0022015-09-01SCOTT SHAW
0022014-09-01SCOTT SHAW
0022013-09-01SCOTT SHAW
0022012-09-01SCOTT SHAW
0022011-09-01SCOTT SHAW
0022010-09-01SCOTT SHAW
0022009-09-01SCOTT SHAW
0022009-09-01 SCOTT SHAW2011-03-26

Plan Statistics for SHAW ENTERPRISES INC RETIREMENT PENSION TRUST FUND

401k plan membership statisitcs for SHAW ENTERPRISES INC RETIREMENT PENSION TRUST FUND

Measure Date Value
2019: SHAW ENTERPRISES INC RETIREMENT PENSION TRUST FUND 2019 401k membership
Total participants, beginning-of-year2019-09-012
Total number of active participants reported on line 7a of the Form 55002019-09-010
Number of retired or separated participants receiving benefits2019-09-010
Number of other retired or separated participants entitled to future benefits2019-09-010
Total of all active and inactive participants2019-09-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-09-010
Total participants2019-09-010
2018: SHAW ENTERPRISES INC RETIREMENT PENSION TRUST FUND 2018 401k membership
Total participants, beginning-of-year2018-09-012
Total number of active participants reported on line 7a of the Form 55002018-09-012
Number of retired or separated participants receiving benefits2018-09-010
Number of other retired or separated participants entitled to future benefits2018-09-010
Total of all active and inactive participants2018-09-012
Total participants2018-09-012
2017: SHAW ENTERPRISES INC RETIREMENT PENSION TRUST FUND 2017 401k membership
Total participants, beginning-of-year2017-09-012
Total number of active participants reported on line 7a of the Form 55002017-09-012
Number of retired or separated participants receiving benefits2017-09-010
Number of other retired or separated participants entitled to future benefits2017-09-010
Total of all active and inactive participants2017-09-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-09-010
Total participants2017-09-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-09-010
2016: SHAW ENTERPRISES INC RETIREMENT PENSION TRUST FUND 2016 401k membership
Total participants, beginning-of-year2016-09-012
Total number of active participants reported on line 7a of the Form 55002016-09-012
Number of retired or separated participants receiving benefits2016-09-010
Number of other retired or separated participants entitled to future benefits2016-09-010
Total of all active and inactive participants2016-09-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-09-010
Total participants2016-09-012
Number of participants with account balances2016-09-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-09-010
2015: SHAW ENTERPRISES INC RETIREMENT PENSION TRUST FUND 2015 401k membership
Total participants, beginning-of-year2015-09-012
Total number of active participants reported on line 7a of the Form 55002015-09-012
Number of retired or separated participants receiving benefits2015-09-010
Number of other retired or separated participants entitled to future benefits2015-09-010
Total of all active and inactive participants2015-09-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-09-010
Total participants2015-09-012
Number of participants with account balances2015-09-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-09-010
2014: SHAW ENTERPRISES INC RETIREMENT PENSION TRUST FUND 2014 401k membership
Total participants, beginning-of-year2014-09-012
Total number of active participants reported on line 7a of the Form 55002014-09-012
Number of retired or separated participants receiving benefits2014-09-010
Number of other retired or separated participants entitled to future benefits2014-09-010
Total of all active and inactive participants2014-09-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-09-010
Total participants2014-09-012
Number of participants with account balances2014-09-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-09-010
2013: SHAW ENTERPRISES INC RETIREMENT PENSION TRUST FUND 2013 401k membership
Total participants, beginning-of-year2013-09-012
Total number of active participants reported on line 7a of the Form 55002013-09-012
Number of retired or separated participants receiving benefits2013-09-010
Number of other retired or separated participants entitled to future benefits2013-09-010
Total of all active and inactive participants2013-09-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-09-010
Total participants2013-09-012
Number of participants with account balances2013-09-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-09-010
2012: SHAW ENTERPRISES INC RETIREMENT PENSION TRUST FUND 2012 401k membership
Total participants, beginning-of-year2012-09-012
Total number of active participants reported on line 7a of the Form 55002012-09-012
Number of retired or separated participants receiving benefits2012-09-010
Number of other retired or separated participants entitled to future benefits2012-09-010
Total of all active and inactive participants2012-09-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-09-010
Total participants2012-09-012
Number of participants with account balances2012-09-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-09-010
2011: SHAW ENTERPRISES INC RETIREMENT PENSION TRUST FUND 2011 401k membership
Total participants, beginning-of-year2011-09-012
Total number of active participants reported on line 7a of the Form 55002011-09-012
Number of retired or separated participants receiving benefits2011-09-010
Number of other retired or separated participants entitled to future benefits2011-09-010
Total of all active and inactive participants2011-09-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-09-010
Total participants2011-09-012
Number of participants with account balances2011-09-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-09-010
2010: SHAW ENTERPRISES INC RETIREMENT PENSION TRUST FUND 2010 401k membership
Total participants, beginning-of-year2010-09-012
Total number of active participants reported on line 7a of the Form 55002010-09-012
Number of retired or separated participants receiving benefits2010-09-010
Number of other retired or separated participants entitled to future benefits2010-09-010
Total of all active and inactive participants2010-09-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-09-010
Total participants2010-09-012
Number of participants with account balances2010-09-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-09-010
2009: SHAW ENTERPRISES INC RETIREMENT PENSION TRUST FUND 2009 401k membership
Total participants, beginning-of-year2009-09-012
Total number of active participants reported on line 7a of the Form 55002009-09-012
Number of retired or separated participants receiving benefits2009-09-010
Total of all active and inactive participants2009-09-012
Total participants2009-09-012
Number of participants with account balances2009-09-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-09-010

Financial Data on SHAW ENTERPRISES INC RETIREMENT PENSION TRUST FUND

Measure Date Value
2020 : SHAW ENTERPRISES INC RETIREMENT PENSION TRUST FUND 2020 401k financial data
Total income from all sources2020-08-31$-27,593
Expenses. Total of all expenses incurred2020-08-31$207,824
Benefits paid (including direct rollovers)2020-08-31$207,824
Total plan assets at end of year2020-08-31$0
Total plan assets at beginning of year2020-08-31$235,417
Assets. Value of tangible personal property2020-08-31$0
Other income received2020-08-31$-27,593
Net income (gross income less expenses)2020-08-31$-235,417
Net plan assets at end of year (total assets less liabilities)2020-08-31$0
Net plan assets at beginning of year (total assets less liabilities)2020-08-31$235,417
Assets. Value of assets in partnership/joint-venture interests2020-08-31$0
2019 : SHAW ENTERPRISES INC RETIREMENT PENSION TRUST FUND 2019 401k financial data
Total income from all sources2019-08-31$36,716
Expenses. Total of all expenses incurred2019-08-31$20,162
Benefits paid (including direct rollovers)2019-08-31$2,423
Total plan assets at end of year2019-08-31$235,417
Total plan assets at beginning of year2019-08-31$218,863
Assets. Value of tangible personal property2019-08-31$5,358
Other income received2019-08-31$36,716
Net income (gross income less expenses)2019-08-31$16,554
Net plan assets at end of year (total assets less liabilities)2019-08-31$235,417
Net plan assets at beginning of year (total assets less liabilities)2019-08-31$218,863
Assets. Value of participant loans2019-08-31$0
Assets. Value of assets in partnership/joint-venture interests2019-08-31$93,255
Value of certain deemed distributions of participant loans2019-08-31$17,455
Expenses. Administrative service providers (salaries,fees and commissions)2019-08-31$284
2017 : SHAW ENTERPRISES INC RETIREMENT PENSION TRUST FUND 2017 401k financial data
Total income from all sources2017-08-31$6,184
Expenses. Total of all expenses incurred2017-08-31$142
Total plan assets at end of year2017-08-31$214,482
Total plan assets at beginning of year2017-08-31$208,440
Assets. Value of tangible personal property2017-08-31$5,358
Expenses. Other expenses not covered elsewhere2017-08-31$142
Other income received2017-08-31$6,184
Net income (gross income less expenses)2017-08-31$6,042
Net plan assets at end of year (total assets less liabilities)2017-08-31$214,482
Net plan assets at beginning of year (total assets less liabilities)2017-08-31$208,440
Assets. Value of participant loans2017-08-31$1,658
Assets. Value of assets in partnership/joint-venture interests2017-08-31$74,012
2016 : SHAW ENTERPRISES INC RETIREMENT PENSION TRUST FUND 2016 401k financial data
Total plan liabilities at end of year2016-08-31$0
Total plan liabilities at beginning of year2016-08-31$0
Total income from all sources2016-08-31$9,373
Expenses. Total of all expenses incurred2016-08-31$275
Total plan assets at end of year2016-08-31$208,440
Total plan assets at beginning of year2016-08-31$199,342
Assets. Value of tangible personal property2016-08-31$5,358
Expenses. Other expenses not covered elsewhere2016-08-31$275
Other income received2016-08-31$9,373
Net income (gross income less expenses)2016-08-31$9,098
Net plan assets at end of year (total assets less liabilities)2016-08-31$208,440
Net plan assets at beginning of year (total assets less liabilities)2016-08-31$199,342
Assets. Value of participant loans2016-08-31$53,289
Assets. Value of assets in partnership/joint-venture interests2016-08-31$74,012
2015 : SHAW ENTERPRISES INC RETIREMENT PENSION TRUST FUND 2015 401k financial data
Total income from all sources2015-08-31$11,201
Total plan assets at end of year2015-08-31$199,342
Total plan assets at beginning of year2015-08-31$188,141
Assets. Value of tangible personal property2015-08-31$5,358
Other income received2015-08-31$11,201
Net income (gross income less expenses)2015-08-31$11,201
Net plan assets at end of year (total assets less liabilities)2015-08-31$199,342
Net plan assets at beginning of year (total assets less liabilities)2015-08-31$188,141
Assets. Value of participant loans2015-08-31$53,289
Assets. Value of assets in partnership/joint-venture interests2015-08-31$74,012
2014 : SHAW ENTERPRISES INC RETIREMENT PENSION TRUST FUND 2014 401k financial data
Total income from all sources2014-08-31$8,982
Total plan assets at end of year2014-08-31$188,141
Total plan assets at beginning of year2014-08-31$179,159
Assets. Value of tangible personal property2014-08-31$5,358
Assets. Value of loans (other than to participants)2014-08-31$8,894
Other income received2014-08-31$8,982
Net income (gross income less expenses)2014-08-31$8,982
Net plan assets at end of year (total assets less liabilities)2014-08-31$188,141
Net plan assets at beginning of year (total assets less liabilities)2014-08-31$179,159
Assets. Value of participant loans2014-08-31$53,289
Assets. Value of assets in partnership/joint-venture interests2014-08-31$74,012
2013 : SHAW ENTERPRISES INC RETIREMENT PENSION TRUST FUND 2013 401k financial data
Total income from all sources2013-08-31$6,508
Expenses. Total of all expenses incurred2013-08-31$210
Total plan assets at end of year2013-08-31$179,159
Total plan assets at beginning of year2013-08-31$172,861
Assets. Value of tangible personal property2013-08-31$5,358
Assets. Value of loans (other than to participants)2013-08-31$8,674
Expenses. Other expenses not covered elsewhere2013-08-31$210
Other income received2013-08-31$6,508
Net income (gross income less expenses)2013-08-31$6,298
Net plan assets at end of year (total assets less liabilities)2013-08-31$179,159
Net plan assets at beginning of year (total assets less liabilities)2013-08-31$172,861
Assets. Value of participant loans2013-08-31$53,289
Assets. Value of assets in partnership/joint-venture interests2013-08-31$74,012
2012 : SHAW ENTERPRISES INC RETIREMENT PENSION TRUST FUND 2012 401k financial data
Total income from all sources2012-08-31$5,056
Expenses. Total of all expenses incurred2012-08-31$74
Total plan assets at end of year2012-08-31$172,861
Total plan assets at beginning of year2012-08-31$167,879
Assets. Value of tangible personal property2012-08-31$5,358
Assets. Value of loans (other than to participants)2012-08-31$8,879
Other income received2012-08-31$5,056
Net income (gross income less expenses)2012-08-31$4,982
Net plan assets at end of year (total assets less liabilities)2012-08-31$172,861
Net plan assets at beginning of year (total assets less liabilities)2012-08-31$167,879
Assets. Value of participant loans2012-08-31$43,815
Assets. Value of assets in partnership/joint-venture interests2012-08-31$74,012
Expenses. Administrative service providers (salaries,fees and commissions)2012-08-31$74
2011 : SHAW ENTERPRISES INC RETIREMENT PENSION TRUST FUND 2011 401k financial data
Total income from all sources2011-08-31$7,590
Expenses. Total of all expenses incurred2011-08-31$145
Total plan assets at end of year2011-08-31$167,879
Total plan assets at beginning of year2011-08-31$160,436
Assets. Value of tangible personal property2011-08-31$5,358
Expenses. Other expenses not covered elsewhere2011-08-31$145
Other income received2011-08-31$7,590
Net income (gross income less expenses)2011-08-31$7,445
Net plan assets at end of year (total assets less liabilities)2011-08-31$167,879
Net plan assets at beginning of year (total assets less liabilities)2011-08-31$160,436
Assets. Value of participant loans2011-08-31$43,815
Assets. Value of assets in partnership/joint-venture interests2011-08-31$74,012

Form 5500 Responses for SHAW ENTERPRISES INC RETIREMENT PENSION TRUST FUND

2019: SHAW ENTERPRISES INC RETIREMENT PENSION TRUST FUND 2019 form 5500 responses
2019-09-01Type of plan entitySingle employer plan
2019-09-01Submission has been amendedNo
2019-09-01This submission is the final filingYes
2019-09-01This return/report is a short plan year return/report (less than 12 months)No
2019-09-01Plan is a collectively bargained planNo
2019-09-01Plan funding arrangement – TrustYes
2019-09-01Plan benefit arrangement - TrustYes
2018: SHAW ENTERPRISES INC RETIREMENT PENSION TRUST FUND 2018 form 5500 responses
2018-09-01Type of plan entitySingle employer plan
2018-09-01Submission has been amendedNo
2018-09-01This submission is the final filingNo
2018-09-01This return/report is a short plan year return/report (less than 12 months)No
2018-09-01Plan is a collectively bargained planNo
2018-09-01Plan funding arrangement – TrustYes
2018-09-01Plan benefit arrangement - TrustYes
2017: SHAW ENTERPRISES INC RETIREMENT PENSION TRUST FUND 2017 form 5500 responses
2017-09-01Type of plan entitySingle employer plan
2017-09-01Submission has been amendedNo
2017-09-01This submission is the final filingNo
2017-09-01This return/report is a short plan year return/report (less than 12 months)No
2017-09-01Plan is a collectively bargained planNo
2017-09-01Plan funding arrangement – TrustYes
2017-09-01Plan benefit arrangement - TrustYes
2016: SHAW ENTERPRISES INC RETIREMENT PENSION TRUST FUND 2016 form 5500 responses
2016-09-01Type of plan entitySingle employer plan
2016-09-01Submission has been amendedNo
2016-09-01This submission is the final filingNo
2016-09-01This return/report is a short plan year return/report (less than 12 months)No
2016-09-01Plan is a collectively bargained planNo
2016-09-01Plan funding arrangement – TrustYes
2016-09-01Plan benefit arrangement - TrustYes
2015: SHAW ENTERPRISES INC RETIREMENT PENSION TRUST FUND 2015 form 5500 responses
2015-09-01Type of plan entitySingle employer plan
2015-09-01Submission has been amendedNo
2015-09-01This submission is the final filingNo
2015-09-01This return/report is a short plan year return/report (less than 12 months)No
2015-09-01Plan is a collectively bargained planNo
2015-09-01Plan funding arrangement – TrustYes
2015-09-01Plan benefit arrangement - TrustYes
2014: SHAW ENTERPRISES INC RETIREMENT PENSION TRUST FUND 2014 form 5500 responses
2014-09-01Type of plan entitySingle employer plan
2014-09-01Plan funding arrangement – TrustYes
2014-09-01Plan benefit arrangement - TrustYes
2013: SHAW ENTERPRISES INC RETIREMENT PENSION TRUST FUND 2013 form 5500 responses
2013-09-01Type of plan entitySingle employer plan
2013-09-01Plan funding arrangement – TrustYes
2013-09-01Plan benefit arrangement - TrustYes
2012: SHAW ENTERPRISES INC RETIREMENT PENSION TRUST FUND 2012 form 5500 responses
2012-09-01Type of plan entitySingle employer plan
2012-09-01Plan funding arrangement – TrustYes
2012-09-01Plan benefit arrangement - TrustYes
2011: SHAW ENTERPRISES INC RETIREMENT PENSION TRUST FUND 2011 form 5500 responses
2011-09-01Type of plan entitySingle employer plan
2011-09-01Plan funding arrangement – TrustYes
2011-09-01Plan benefit arrangement - TrustYes
2010: SHAW ENTERPRISES INC RETIREMENT PENSION TRUST FUND 2010 form 5500 responses
2010-09-01Type of plan entitySingle employer plan
2010-09-01This submission is the final filingNo
2010-09-01This return/report is a short plan year return/report (less than 12 months)No
2010-09-01Plan is a collectively bargained planNo
2010-09-01Plan funding arrangement – TrustYes
2010-09-01Plan benefit arrangement - TrustYes
2009: SHAW ENTERPRISES INC RETIREMENT PENSION TRUST FUND 2009 form 5500 responses
2009-09-01Type of plan entitySingle employer plan
2009-09-01Submission has been amendedYes
2009-09-01This submission is the final filingNo
2009-09-01This return/report is a short plan year return/report (less than 12 months)No
2009-09-01Plan is a collectively bargained planNo
2009-09-01Plan funding arrangement – TrustYes
2009-09-01Plan benefit arrangement - TrustYes

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