2023 Form 5500 filing — Share Corporation 401(K) Retirement 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 20241009094532NAL0032345616001) for Share Corporation 401(K) Retirement Savings Plan, reported by Share Corporation under EIN 39-1142958 and plan number 002. It reports 284 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)$22.9MReported net assets$22,857,446
Participants284
Provider compensation$1.3K1 Schedule C row(s)$1,266
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241009094532NAL0032345616001
Plan sponsor
Share Corporation
EIN
39-1142958
Plan number
002
Location
Milwaukee, WI
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)$22.9M total assets
Net assets$22.9MLiabilities$0
Money in vs. money out
Total income / additions$4.8M
Total expenses$1.1M
Benefits paid / distributions$1.1M
Contributions
Employer$170.3K
Participant$1M
Full reported line items
Total assets (EOY)
$22,857,446
Total liabilities (EOY)
$0
Net assets (EOY)
$22,857,446
Employer contributions
$170,327
Participant contributions
$1,044,646
Total income / additions
$4,817,841
Benefits paid
$1,072,885
Administrative expenses
$59,845
Total expenses
$1,132,730
Net increase / (decrease)
$3,685,111
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $1.3K · Indirect $0

Related Form 5500 pages