How many benefit plans does Daniels Sharpsmart, Inc. report on Form 5500?

Daniels Sharpsmart, Inc. (EIN 84-1617227) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Daniels Sharpsmart, Inc.?

The Employer Identification Number (EIN) reported for Daniels Sharpsmart, Inc. is 84-1617227.

What is the latest Form 5500 filing year for Daniels Sharpsmart, Inc.?

The latest loaded Form 5500 filing year for Daniels Sharpsmart, Inc. is 2023.

Daniels Sharpsmart, 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, Daniels Sharpsmart, Inc. (EIN 84-1617227) is a plan sponsor located in Chicago, IL with 2 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: 84-1617227
Location: Chicago, IL
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $10,311,079
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $10,311,079

Contributions & income

Employer contributions: $588,671
Participant contributions: $2,189,949
Total income / additions: $4,746,177

Expenses & distributions

Benefits paid / distributions: $1,043,905
Total expenses: $1,166,092
Net increase / (decrease): $3,580,085

Coverage

Total reported participants: 1,587
Plans with financial statements: 1
Plans with provider compensation: 1

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.

Largest loaded plans by reported assets

Daniels Sharpsmart, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Daniels Sharpsmart, Inc. 401(K) Plan	002	834	$10,311,079	2023
Daniels Sharpsmart, Inc. Health And Welfare Plan	501	753	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Daniels Sharpsmart, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Daniels Sharpsmart, Inc. Health And Welfare Plan	753	—	20240710104802NAL0030002818001
2023	Daniels Sharpsmart, Inc. 401(K) Plan	834	H, C	20241009115401NAL0037646914001