Shelby Group International, Inc. 401(k) Plan (terminated 2024): Login, Facts & Contact Information

Plan terminated

This plan was terminated. Its final Form 5500 covers plan year 2024, when $32.3 million was transferred out of the plan. Assets moved to the BUNZL USA, LLC DEFERRED SAVINGS PLAN (sponsored by BUNZL USA, LLC). If you had an account, your balance was transferred or paid out; Beagle can help you find where it went.

See the BUNZL USA, LLC DEFERRED SAVINGS PLAN →

Shelby Group International, Inc. 401(k) Plan Facts (plan year 2024)

Plan name
SHELBY GROUP EMPLOYEES PROFIT SHARING 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
SHELBY GROUP EMPLOYEES PROFIT SHARING 401(K) PLAN
Participants
387
Former employees with a balance
0
Recordkeeper
Transamerica Retirement Solutions
Plan year
Jan 1, 2024 – Feb 8, 2024
Plan established
Jul 1, 1985
✓ 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 for plan year 2024 (Jan 1, 2024 – Feb 8, 2024), filed Nov 19, 2024. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $165,220 was paid out to participants.

How the Shelby Group International, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019337$32.2 million$871,964$6.00 million
2020361$33.4 million$831,186$4.51 million
2021360$37.2 million$953,928$3.92 million
2022375$30.7 million$885,131$3.07 million
2023397$33.0 million$979,272$4.44 million
2024 (final)387$0—$165,220

Shelby Group International, Inc. 401(k) Contact Information

Phone
901-202-6308
Mailing address
1255 W SCHILLING BLVD, COLLIERVILLE TN 38017
Plan sponsor
SHELBY GROUP EMPLOYEES PROFIT SHARING 401(K) PLAN
Employer identification number (EIN)
62-1237127
Plan number
001

Questions about the Shelby Group International, Inc. 401(k)

Is the Shelby Group International, Inc 401(k) plan still active?

No. The plan's final Form 5500 was filed for plan year 2024. Its assets were transferred to the BUNZL USA, LLC DEFERRED SAVINGS PLAN.

Does Shelby Group International, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement.

Does the Shelby Group International, Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Shelby Group International, Inc 401(k) plan?

387 participants at the start of plan year 2024.

Who manages the Shelby Group International, Inc 401(k) accounts?

Transamerica (listed on the filing as TRANSAMERICA RETIREMENT SOLUTIONS) is the plan's recordkeeper, which is where participants log in to see their balance.

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