2023 Form 5500 filing — Shenkman Capital Management, Inc. 401(K) Retirement 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 20240715131413NAL0000759923001) for Shenkman Capital Management, Inc. 401(K) Retirement Plan, reported by Shenkman Capital Management, Inc. under EIN 13-3280361 and plan number 002. It reports 181 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$53.5MReported net assets$53,530,374

Participants181

Provider compensation$6001 Schedule C row(s)

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240715131413NAL0000759923001
Plan sponsor: Shenkman Capital Management, Inc.
EIN: 13-3280361
Plan number: 002
Location: New York, NY
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$53.5M total assets

Net assets$53.5MLiabilities$0

Money in vs. money out

Total income / additions$12.5M

Total expenses$2.7M

Benefits paid / distributions$2.7M

Contributions

Employer$0

Participant$2.3M

Full reported line items

Total assets (EOY): $53,530,374
Total liabilities (EOY): $0
Net assets (EOY): $53,530,374
Employer contributions: $0
Participant contributions: $2,286,200
Total income / additions: $12,548,398
Benefits paid: $2,673,735
Administrative expenses: $600
Total expenses: $2,674,335
Net increase / (decrease): $9,874,063

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Fidelity Investments Institutional$600
RECORDKEEPER · Direct $600 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240715131413NAL0000759923001 cover?: It is the 2023 Form 5500 filing for Shenkman Capital Management, Inc. 401(K) Retirement Plan, reported by Shenkman Capital Management, Inc. (EIN 13-3280361).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).