2023 Form 5500 filing — Sharkninja Management Company Employees Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240605114820NAL0020643841001) for Sharkninja Management Company Employees Savings Plan, reported by Sharkninja Management Company under EIN 38-3685665 and plan number 001. It reports 1,417 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240605114820NAL0020643841001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sharkninja Management Company
- EIN
- 38-3685665
- Plan number
- 001
- Location
- Needham, MA
- Participants
- 1,417
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $97,225,171
- Net assets (EOY)
- $97,225,171
- Employer contributions
- $5,519,187
- Participant contributions
- $11,083,314
- Total income / additions
- $34,414,164
- Benefits paid
- $10,733,878
- Administrative expenses
- $277,125
- Total expenses
- $11,017,313
- Net increase / (decrease)
- $23,396,851
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners LLC | ADVISORS BROKER DEALER | $131,344 | $0 |
| Empower Annuity Insurance Company | RECORDKEEPER | $118,422 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGT | $26,724 | $0 |