2023 Form 5500 filing — Sharpsaver Defined Contribution 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 20241010133224NAL0011506083001) for Sharpsaver Defined Contribution Plan, reported by Sharp Healthcare under EIN 95-6077327 and plan number 002. It reports 22,642 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010133224NAL0011506083001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sharp Healthcare
- EIN
- 95-6077327
- Plan number
- 002
- Location
- San Diego, CA
- Participants
- 22,642
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,206,082,433
- Total liabilities (EOY)
- $7,153,046
- Net assets (EOY)
- $1,198,929,387
- Employer contributions
- $31,967,407
- Participant contributions
- $66,588,998
- Total income / additions
- $289,413,394
- Benefits paid
- $82,501,751
- Administrative expenses
- $743,463
- Total expenses
- $83,245,214
- Net increase / (decrease)
- $206,168,180
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alight Solutions, LLC | RECORDKEEPER | $743,463 | $0 |
| Russell Investments Trust Company | TRUSTEE | $0 | $246,947 |