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Form 5500 · Retirement plan · BONITA SPRINGS, FL

SHAW DEVELOPMENT, LLC

The filing calls this plan SHAW DEVELOPMENT, LLC 401(K) PROFIT SHARING PLAN.

SHAW DEVELOPMENT, LLC of BONITA SPRINGS, FL files a Form 5500 for its retirement plan. Schedule A discloses 2 annuity or guaranteed-interest contracts held by the plan, written by PRINCIPAL LIFE INSURANCE COMPANY. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Contract year ends
Decemberas filed for plan year 2025

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 11-2062656 · plan 001 · plan year 2025, filed Jul 8, 2026

Participants at the start of the year
266
Contracts on file
2
Contract value
$3,180,029
Plan year end
December

Plan brief

Schedule A lists 2 insurance contracts held by the plan — annuities, guaranteed-interest accounts or similar funding vehicles, all with PRINCIPAL LIFE INSURANCE COMPANY.

The contracts held $3,180,029 at the end of the plan year, as reported on Schedule A.

The filing discloses no agent commission on these contracts.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
PRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC265December$2,592,064$0
PRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC265December$587,965$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

PRINCIPAL LIFE INSURANCE COMPANY
Contract administrator · EIN 42-0127290
$76,183
paid directly by the plan
PROGRESSIVE PENSION ADMINISTRATORS
Contract administrator · EIN 65-0353338
$1,380
paid directly by the plan
KESTRA ADVISORY SERVICES, LLC
INVESTMENT ADVISORY · EIN 35-2552359
$0
paid directly by the plan

Named on Schedule C of this filing. We publish company names only.

Reported to OSHA

Reported to OSHA for 2025: 223 employees, 9 recordable cases, 43 days away from work.

EmployeesThe company's own average for the year
223
Hours worked
435,190
Recordable cases
9
Days away from work
43
Establishments filed under this EIN
2

Source: OSHA Injury Tracking Application establishment data, 2025.

What the plan holds

Plan assets at year end
$18,535,640
Paid out in benefits
$4,479,259
Participants at the start of the year
266
Participants with account balances
251

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

Independent accountantEIN 41-0746749
CLIFTONLARSONALLEN LLP
Accountant's opinion (Schedule H, line 3a)
Unmodified

From Schedule H of this filing.

We can name the recordkeeper and the auditor for large plans, the ones that file a Schedule C or a Schedule H. Smaller plans do not have to report either, so for most 401(k) plans in the country that information is not public anywhere.

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