2023 Form 5500 filing — Sharp Health Plan 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 20241010122719NAL0020966993001) for Sharp Health Plan 401(K) Plan, reported by Sharp Health Plan under EIN 33-0519730 and plan number 001. It reports 114 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)$5.6MReported net assets$5,630,510
Participants114
Provider compensation$1.1K1 Schedule C row(s)$1,131
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241010122719NAL0020966993001
Plan sponsor
Sharp Health Plan
EIN
33-0519730
Plan number
001
Location
San Diego, CA
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)$5.6M total assets
Net assets$5.6MLiabilities$0
Money in vs. money out
Total income / additions$741.9K
Total expenses$225.1K
Benefits paid / distributions$223.9K
Full reported line items
Total assets (EOY)
$5,630,510
Total liabilities (EOY)
$0
Net assets (EOY)
$5,630,510
Total income / additions
$741,927
Benefits paid
$223,950
Administrative expenses
$1,131
Total expenses
$225,081
Net increase / (decrease)
$516,846
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $1.1K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241010122719NAL0020966993001 cover?
It is the 2023 Form 5500 filing for Sharp Health Plan 401(K) Plan, reported by Sharp Health Plan (EIN 33-0519730).
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