2023 Form 5500 filing — The Shape Family Of Companies Retirement 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 20241010150404NAL0041273618001) for The Shape Family Of Companies Retirement Plan, reported by Shape Corp Biosolutions, LLC under EIN 38-2040702 and plan number 333. It reports 3,009 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010150404NAL0041273618001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Shape Corp Biosolutions, LLC
- EIN
- 38-2040702
- Plan number
- 333
- Location
- Grand Haven, MI
- Participants
- 3,009
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $156,068,772
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $156,068,772
- Employer contributions
- $8,014,734
- Participant contributions
- $7,932,380
- Total income / additions
- $40,859,557
- Benefits paid
- $16,199,372
- Administrative expenses
- $252,105
- Total expenses
- $16,451,477
- Net increase / (decrease)
- $24,408,080
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | RECORDKEEPER | $252,105 | $0 |