Shelly Enterprises, Inc. 401(k) Plan (terminated 2013): Login, Facts & Contact Information

Plan terminated

This plan was terminated. Its final Form 5500 covers plan year 2013. Assets moved to the US LBM HOLDINGS, LLC 401(K) PLAN (sponsored by US LBM HOLDINGS, LLC). If you had an account, your balance was transferred or paid out; Beagle can help you find where it went.

See the US LBM HOLDINGS, LLC 401(K) PLAN →

Shelly Enterprises, Inc. 401(k) Plan Facts (plan year 2013)

Plan name
SHELLY ENTERPRISES, INC. 401(K) SAVINGS PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
SHELLY ENTERPRISES, INC.
Participants
33
Plan year
Oct 1, 2013 – Apr 30, 2014
Plan established
Oct 1, 1993
✓ 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 2013 (Oct 1, 2013 – Apr 30, 2014), filed Jul 29, 2014. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2013

  • $807,527 was paid out to participants.

How the Shelly Enterprises, Inc. 401(k) changed, 2009–2013

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2009303$10.3 million—$1.79 million
2010240$8.97 million—$1.31 million
2011243$9.97 million—$650,660
2012223$792,038$93,526$9.89 million
2013 (final)33$0—$807,527

Shelly Enterprises, Inc. 401(k) Contact Information

Phone
215-723-5108
Mailing address
3110 OLD STATE ROAD, TELFORD PA 18969
Plan sponsor
SHELLY ENTERPRISES, INC.
Employer identification number (EIN)
23-1286527
Plan number
002

Questions about the Shelly Enterprises, Inc. 401(k)

Is the Shelly Enterprises, Inc 401(k) plan still active?

No. The plan's final Form 5500 was filed for plan year 2013. Its assets were transferred to the US LBM HOLDINGS, LLC 401(K) PLAN.

Does Shelly Enterprises, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement.

Does the Shelly Enterprises, Inc 401(k) have automatic enrollment?

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

How many people are in the Shelly Enterprises, Inc 401(k) plan?

33 participants at the start of plan year 2013.

Who manages the Shelly Enterprises, Inc 401(k) accounts?

SEI INVESTMENTS MANAGEMENT CORP is the plan's recordkeeper, which is where participants log in to see their balance.

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