Shea Homes, L.l.c. 401(k) Plan: Login, Facts & Contact Information

No recent filing

No Form 5500 has been filed for this plan since plan year 2020. The plan may have been terminated, merged into another plan, or moved to a new sponsor. Everything below comes from its last filing on record.

Shea Homes, L.l.c. 401(k) Plan Facts (plan year 2020)

Plan name
SHEA GROUP SERVICES, LLC 401(K) PROFIT SHARING PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
SHEA GROUP SERVICES, LLC
Participants
104 (65 active employees)
Plan assets
$11,468,964 at Dec 31, 2020
Average account balance
$124,663 across 92 accounts
Employer contributions
$257,177 in plan year 2020 (37% of all contributions)
Plan year
Jan 1, 2020 – Dec 31, 2020
Plan established
Jan 1, 1998
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500-SF for plan year 2020 (Jan 1, 2020 – Dec 31, 2020), filed Oct 6, 2021. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2020

  • $703,508 went into the plan in contributions, $257,177 of it from the employer (37%).
  • $337,554 was paid out to participants.
  • Investment and other income added $1.59 million.

How the Shea Homes, L.l.c. 401(k) changed, 2015–2020

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
201579$5.89 million$135,318$35,067
201679$5.99 million$102,390$673,661
201792$7.19 million$154,187$305,222
2018101$7.14 million$198,382$160,729
2019108$9.33 million$249,799$71,540
2020104$11.5 million$257,177$337,554

Shea Homes, L.l.c. 401(k) Contact Information

Phone
704-319-5000
Mailing address
8008 CORPORATE CENTER DRIVE SUITE 300, CHARLOTTE NC 28226
Plan sponsor
SHEA GROUP SERVICES, LLC
Employer identification number (EIN)
56-1879814
Plan number
001

Questions about the Shea Homes, L.l.c. 401(k)

Is the Shea Homes, L.l.c 401(k) plan still active?

We can't confirm that. The last Form 5500 on record for this plan covers plan year 2020, and no later filing was found under this employer's EIN.

Does Shea Homes, L.l.c contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2020 the employer contributed $257,177, 37% of all contributions.

Does the Shea Homes, L.l.c 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Shea Homes, L.l.c 401(k) plan?

104 participants at the start of plan year 2020, 65 of them active employees.

What is the average 401(k) balance at Shea Homes, L.l.c?

About $124,663 per account: $11.5 million in plan assets across 92 accounts with a balance at the end of plan year 2020.

Who manages the Shea Homes, L.l.c 401(k) accounts?

Empower is the plan's recordkeeper, which is where participants log in to see their balance.

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