Shore Capital Partners Management, Lp Retirement Savings Plan — Form 5500 plan (Shore Capital Partners Management Lp)
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, Shore Capital Partners Management, Lp Retirement Savings Plan is a benefit plan reported by Shore Capital Partners Management Lp under EIN 27-2551508 and plan number 002. The latest loaded filing year is 2023. The filing reports 184 participants and $6,790,601 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Shore Capital Partners Management Lp
- EIN
- 27-2551508
- Plan number
- 002
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 184
- End-of-year plan assets
- $6,790,601
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 184 | H, C | 20241011130008NAL0012505459001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,790,601
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,790,601
- Net assets (BOY)
- $3,938,288
Income & contributions
- Employer contributions
- $435,655
- Participant contributions
- $1,543,721
- Total contributions
- $2,261,428
- Total income / additions
- $3,019,009
Expenses & distributions
- Benefits paid
- $118,473
- Administrative expenses
- $48,223
- Total expenses
- $166,696
- Net increase / (decrease)
- $2,852,313
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $24,984 | $0 | 2023 |
| Northwestern Mutual Wealth Mgmt Co | INVESTMENT ADVISOR | $17,404 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $5,234 | not reported in the loaded dataset | 2023 |
| Futureplan By Ascensus - Bpc | CONTRACT ADMIN | $475 | $1,542 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Shore Capital Partners Management Lp
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Chicago, IL
- Empower Annuity Insurance Company O — Schedule C compensation
- Northwestern Mutual Wealth Mgmt Co — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Futureplan By Ascensus - Bpc — Schedule C compensation