Shift Technology Inc — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Shift Technology Inc (EIN 32-0540837) is a plan sponsor located in New York, NY with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
32-0540837
Location
New York, NY
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Shift Technology Inc

  • 1 loaded plans hold $7.5M in reported assets.
  • The largest, Shift Technology Inc 401k Plan, holds 100% of this company's reported plan assets.
  • Plans cover 161 reported participants.
  • 1 of 1 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$7.5MSummed across loaded plans$7,463,101
Total reported assets$7.5M$7,463,101
Total reported participants161
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$7.5M total assets
Net assets$7.5MLiabilities$0
Contributions & income
Employer contributions$472.1K
Participant contributions$1.7M
Total income / additions$3.5M
Expenses & distributions
Benefits paid / distributions$632.5K
Total expenses$637.6K
Net increase / (decrease)$2.9M

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation1 / 1 (100%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Shift Technology Inc 401k Plan
Participants per plan161Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #001 · 161 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Shift Technology Inc. Open one for its full reported snapshot.

  1. 2023
    Shift Technology Inc 401k Plan161 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Shift Technology Inc report on Form 5500?
Shift Technology Inc (EIN 32-0540837) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Shift Technology Inc?
The Employer Identification Number (EIN) reported for Shift Technology Inc is 32-0540837.
What is the latest Form 5500 filing year for Shift Technology Inc?
The latest loaded Form 5500 filing year for Shift Technology Inc is 2023.

Related Form 5500 pages