2023 Form 5500 filing — Share Our Selves Corporation 403(B) 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 20241010140625NAL0010091939001) for Share Our Selves Corporation 403(B) Plan, reported by Share Our Selves Corporation under EIN 95-3222316 and plan number 001. It reports 186 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010140625NAL0010091939001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Share Our Selves Corporation
- EIN
- 95-3222316
- Plan number
- 001
- Location
- Newport Beach, CA
- Participants
- 186
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,645,538
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,645,538
- Employer contributions
- $256,597
- Participant contributions
- $604,363
- Total income / additions
- $1,734,604
- Benefits paid
- $478,326
- Administrative expenses
- $4,750
- Total expenses
- $483,076
- Net increase / (decrease)
- $1,251,528
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| New York Life Securities | OTHER SERVICES | $0 | $11,390 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $4,749 | $0 |