2023 Form 5500 filing — Shared Support Inc. 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 20241014174328NAL0047040256001) for Shared Support Inc. 401(K) Plan, reported by Shared Support Inc. under EIN 20-2881218 and plan number 001. It reports 234 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014174328NAL0047040256001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Shared Support Inc.
- EIN
- 20-2881218
- Plan number
- 001
- Location
- Sunbury, PA
- Participants
- 234
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,842,548
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,842,548
- Employer contributions
- $259,222
- Participant contributions
- $415,263
- Total income / additions
- $1,385,366
- Benefits paid
- $245,687
- Administrative expenses
- $25,772
- Total expenses
- $271,459
- Net increase / (decrease)
- $1,113,907
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Co Of Am | RECORDKEEPER | $24,655 | $0 |
| Cetera Investment Services LLC | BROKER/ADVISER | $0 | $12,201 |
| The Paragon Alliance Group, LLC | CONTRACT ADMIN | $0 | $3,323 |
| Empower Advisory Group ,LLC | INVESTMENT MANAGEMENT | $1,117 | not reported in the loaded dataset |