2023 Form 5500 filing — Sharpe Executive Group, Inc. Employee Stock Ownership 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 20250815173751NAL0030642946001) for Sharpe Executive Group, Inc. Employee Stock Ownership Plan, reported by Sharpe Executive Group, Inc. under EIN 95-4883689 and plan number 003. It reports 5 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20250815173751NAL0030642946001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sharpe Executive Group, Inc.
- EIN
- 95-4883689
- Plan number
- 003
- Location
- Valencia, CA
- Participants
- 5
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,331,317
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,331,317
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- -$1,953,162
- Benefits paid
- $4,855,452
- Administrative expenses
- $0
- Total expenses
- $4,855,452
- Net increase / (decrease)
- -$6,808,614
- Schedule source
- Schedule I