2023 Form 5500 filing — Sh Group, Inc. Profit Sharing And 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 20241014083150NAL0026822305001) for Sh Group, Inc. Profit Sharing And 401(K) Plan, reported by Sh Group, Inc. under EIN 42-1687433 and plan number 003. It reports 822 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)$124.9MReported net assets$124,851,832

Participants822

Provider compensation$93K2 Schedule C row(s)$93,017

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241014083150NAL0026822305001
Plan sponsor: Sh Group, Inc.
EIN: 42-1687433
Plan number: 003
Location: New York, NY
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)$124.9M total assets

Net assets$124.9MLiabilities$0

Money in vs. money out

Total income / additions$28.8M

Total expenses$10.5M

Benefits paid / distributions$10.4M

Contributions

Employer$2.4M

Participant$6.4M

Full reported line items

Total assets (EOY): $124,851,832
Total liabilities (EOY): $0
Net assets (EOY): $124,851,832
Employer contributions: $2,383,633
Participant contributions: $6,403,653
Total income / additions: $28,804,405
Benefits paid: $10,449,443
Administrative expenses: $93,011
Total expenses: $10,542,454
Net increase / (decrease): $18,261,951

Schedule C

Reported service provider compensation

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

1
Fidelity Investments Institutional$54.1K
RECORDKEEPER · Direct $54.1K · Indirect $0
2
Strategic Advisors, Inc.$38.9K
ADVISOR · Direct $38.9K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014083150NAL0026822305001 cover?: It is the 2023 Form 5500 filing for Sh Group, Inc. Profit Sharing And 401(K) Plan, reported by Sh Group, Inc. (EIN 42-1687433).
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).