2023 Form 5500 filing — Shapiro Sales Company Employees' Savings Plan And Trust

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 20241008163018NAL0017037217001) for Shapiro Sales Company Employees' Savings Plan And Trust, reported by Shapiro Sales Company under EIN 43-0836237 and plan number 003. It reports 151 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)$8.8MReported net assets$8,846,449
Participants151
Provider compensation$39.1K3 Schedule C row(s)$39,055
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241008163018NAL0017037217001
Plan sponsor
Shapiro Sales Company
EIN
43-0836237
Plan number
003
Location
St. Louis, MO
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)$8.8M total assets
Net assets$8.8MLiabilities$0
Money in vs. money out
Total income / additions$2.3M
Total expenses$244.9K
Benefits paid / distributions$205.9K
Contributions
Employer$349.6K
Participant$658.8K
Full reported line items
Total assets (EOY)
$8,846,449
Total liabilities (EOY)
$0
Net assets (EOY)
$8,846,449
Employer contributions
$349,562
Participant contributions
$658,787
Total income / additions
$2,323,718
Benefits paid
$205,881
Administrative expenses
$39,055
Total expenses
$244,936
Net increase / (decrease)
$2,078,782
Schedule C

Reported service provider compensation

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

  1. 1
    NONE · Direct $19.9K
  2. 2
    NONE · Direct $19.2K
  3. 3
    NONE · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241008163018NAL0017037217001 cover?
It is the 2023 Form 5500 filing for Shapiro Sales Company Employees' Savings Plan And Trust, reported by Shapiro Sales Company (EIN 43-0836237).
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).

Related Form 5500 pages