2023 Form 5500 filing — Shp Management Corp 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 20241219090956NAL0007269584001) for Shp Management Corp 401(K) Plan, reported by Shp Management Corp under EIN 01-0477471 and plan number 001. It reports 361 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)$15MReported net assets$15,048,965
Participants361
Provider compensation$40K3 Schedule C row(s)$39,981
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241219090956NAL0007269584001
Plan sponsor
Shp Management Corp
EIN
01-0477471
Plan number
001
Location
Cumberland Foreside, ME
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)$15M total assets
Net assets$15MLiabilities$0
Money in vs. money out
Total income / additions$3.5M
Total expenses$1.3M
Benefits paid / distributions$1.2M
Contributions
Employer$650.2K
Participant$988.1K
Full reported line items
Total assets (EOY)
$15,048,965
Total liabilities (EOY)
$0
Net assets (EOY)
$15,048,965
Employer contributions
$650,189
Participant contributions
$988,093
Total income / additions
$3,489,607
Benefits paid
$1,179,569
Administrative expenses
$35,971
Total expenses
$1,250,592
Net increase / (decrease)
$2,239,015
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $25.3K · Indirect $0
  2. 2
    INVESTMENT ADVISOR · Direct $14.5K
  3. 3
    INVESTMENT MGMT · Direct $154

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241219090956NAL0007269584001 cover?
It is the 2023 Form 5500 filing for Shp Management Corp 401(K) Plan, reported by Shp Management Corp (EIN 01-0477471).
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).

Related Form 5500 pages