2023 Form 5500 filing — Shared Support South 401(K) 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 20241006183944NAL0025869696001) for Shared Support South 401(K) Plan, reported by Shared Support South, Inc. under EIN 83-2134543 and plan number 001. It reports 228 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241006183944NAL0025869696001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Shared Support South, Inc.
- EIN
- 83-2134543
- Plan number
- 001
- Location
- Warrington, PA
- Participants
- 228
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,292,198
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,292,198
- Employer contributions
- $200,508
- Participant contributions
- $329,006
- Total income / additions
- $842,401
- Benefits paid
- $228,490
- Administrative expenses
- $16,489
- Total expenses
- $244,979
- Net increase / (decrease)
- $597,422
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| July Business Services LLC | RECORDKEEPER | $16,489 | not reported in the loaded dataset |
| C&N Wealth Management | INVESTMENT ADVISOR | $0 | not reported in the loaded dataset |