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MATTHEW SHIVELY LLC 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan NameMATTHEW SHIVELY LLC 401 K PROFIT SHARING PLAN TRUST
Plan identification number 001

MATTHEW SHIVELY LLC 401 K PROFIT SHARING PLAN TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

MATTHEW SHIVELY LLC has sponsored the creation of one or more 401k plans.

Company Name:MATTHEW SHIVELY LLC
Employer identification number (EIN):462225737
NAIC Classification:337000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MATTHEW SHIVELY LLC 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MATTHEW SHIVELY2025-01-15
0012022-01-01JENNIFER CACCIOLA2023-06-21
0012021-01-01JENNIFER CACCIOLA2022-05-31
0012020-01-01JENNIFER CACCIOLA2021-06-16
0012019-01-01JENNIFER CACCIOLA2020-07-31
0012018-01-01ELIZABETH SCHLATER2019-06-12
0012017-01-01ELIZABETH SCHLATER2018-05-04
0012016-01-01ELIZABETH SCHLATER2017-05-16
0012015-01-01ELIZABETH SCHLATER2016-06-01

Plan Statistics for MATTHEW SHIVELY LLC 401 K PROFIT SHARING PLAN TRUST

401k plan membership statisitcs for MATTHEW SHIVELY LLC 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2025: MATTHEW SHIVELY LLC 401 K PROFIT SHARING PLAN TRUST 2025 401k membership
Total number of particpants at beginning of year2025-01-159
Total number of particpants at end of year2025-01-158
Number of Participants With Account Balances2025-01-156
2022: MATTHEW SHIVELY LLC 401 K PROFIT SHARING PLAN TRUST 2022 401k membership
Total number of particpants at beginning of year2022-05-316
Total number of particpants at end of year2022-05-317
Number of Participants With Account Balances2022-05-317

Financial Data on MATTHEW SHIVELY LLC 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2025 : MATTHEW SHIVELY LLC 401 K PROFIT SHARING PLAN TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year2025-01-1529080
Net assets as of the end of the plan year2025-01-1595245
Total assets as of the beginning of the plan year2025-01-1597832
Value of plan covered by a fidelity bond2025-01-1510000
Participant contributions to plan in this plan year2025-01-159245
Value of participant loans at end of plan year2025-01-150
Other income to plan in this plan year2025-01-1517248
Plan net income in this plan year2025-01-15-2587
Net assets as of the end of the plan year2025-01-1595245
Net assets as of the beginning of the plan year2025-01-1597832
Expensese paid to adminstrative service provicers from plan in this plan year2025-01-15559
2022 : MATTHEW SHIVELY LLC 401 K PROFIT SHARING PLAN TRUST 2022 401k financial data
Total expenses incurred by plan in this plan year2022-05-31103033
Net assets as of the end of the plan year2022-05-3194429
Total assets as of the beginning of the plan year2022-05-31162247
Value of plan covered by a fidelity bond2022-05-3117000
Participant contributions to plan in this plan year2022-05-314517
Other income to plan in this plan year2022-05-3126631
Plan net income in this plan year2022-05-31-67818
Net assets as of the end of the plan year2022-05-3194429
Net assets as of the beginning of the plan year2022-05-31162247
Employer contributions to plan in this plan year2022-05-314067
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-31789

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