Plan5500

Share Corporation — 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, Share Corporation (EIN 39-1142958) is a plan sponsor located in Milwaukee, WI with 3 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
39-1142958
Location
Milwaukee, WI
Loaded plans
3
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 Share Corporation

  • 3 loaded plans hold $24.5M in reported assets.
  • The largest, Share Corporation 401(K) Retirement Savings Plan, holds 93% of this company's reported plan assets.
  • Plans cover 470 reported participants.
  • 2 of 3 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$24.5MSummed across loaded plans$24,516,548
Total reported assets$24.5M$24,516,548
Total reported participants470
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$24.5M total assets
Net assets$24.5MLiabilities$0
Contributions & income
Employer contributions$170.3K
Participant contributions$1M
Total income / additions$5.1M
Expenses & distributions
Benefits paid / distributions$1.2M
Total expenses$1.3M
Net increase / (decrease)$3.8M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

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 assets93%Share Corporation 401(K) Retirement Savings Plan
Participants per plan157Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Share Corporation 401(K) Retirement Savings Plan$22.9M
    Plan #002 · 284 participants · 2023
  2. 2
    Share Corporation Employee Stock Ownership Trust$1.7M
    Plan #001 · 6 participants · 2023
  3. 3
    Share Corporation Inc. Health And Welfare Plannot reported in the loaded dataset
    Plan #501 · 180 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Share Corporation. Open one for its full reported snapshot.

  1. 2023
    Share Corporation Inc. Health And Welfare Plan180 participants · 2No schedules
    View filing →
  2. 2023
    Share Corporation 401(K) Retirement Savings Plan284 participants · 2Sch HSch C
    View filing →
  3. 2023
    Share Corporation Employee Stock Ownership Trust6 participants · 2Sch I
    View filing →

Related Form 5500 pages