The Sharp Employees Savings And Investment Plan — Form 5500 plan (Sharp Electronics Corporation)
Plain-English plan 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, The Sharp Employees Savings And Investment Plan is a benefit plan reported by Sharp Electronics Corporation under EIN 13-1968872 and plan number 003. The latest loaded filing year is 2023. The filing reports 2,614 participants and $383,719,053 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sharp Electronics Corporation
- EIN
- 13-1968872
- Plan number
- 003
- Plan type
- 2
- Location
- Montvale, NJ
- Latest filing year
- 2023
- Participants
- 2,614
- End-of-year plan assets
- $383,719,053
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,614 | H, C | 20240930101736NAL0005562081003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $383,719,053
- Net assets (EOY)
- $383,719,053
- Net assets (BOY)
- $332,420,675
Income & contributions
- Employer contributions
- $5,760,880
- Participant contributions
- $14,597,415
- Total contributions
- $20,736,973
- Total income / additions
- $77,955,748
Expenses & distributions
- Benefits paid
- $26,435,707
- Administrative expenses
- $221,663
- Total expenses
- $26,657,370
- Net increase / (decrease)
- $51,298,378
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $112,894 | not reported in the loaded dataset | 2023 |
| Capfinancial Partners LLC | NONE | $78,000 | not reported in the loaded dataset | 2023 |
| Day Pitney Llp | NONE | $16,270 | not reported in the loaded dataset | 2023 |
| Pkf O'Connor Davies Llp | NONE | $14,500 | not reported in the loaded dataset | 2023 |
| Column Capital Advisors LLC | NONE | $5,412 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $537 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sharp Electronics Corporation
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Montvale, NJ
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Capfinancial Partners LLC — Schedule C compensation
- Day Pitney Llp — Schedule C compensation
- Pkf O'Connor Davies Llp — Schedule C compensation
- Column Capital Advisors LLC — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation