Sharkninja Management Company Employees Savings Plan — Form 5500 plan (Sharkninja Management Company)
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, Sharkninja Management Company Employees Savings Plan is a benefit plan reported by Sharkninja Management Company under EIN 38-3685665 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,417 participants and $97,225,171 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sharkninja Management Company
- EIN
- 38-3685665
- Plan number
- 001
- Plan type
- 2
- Location
- Needham, MA
- Latest filing year
- 2023
- Participants
- 1,417
- End-of-year plan assets
- $97,225,171
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,417 | H, C | 20240605114820NAL0020643841001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $97,225,171
- Net assets (EOY)
- $97,225,171
- Net assets (BOY)
- $73,828,320
Income & contributions
- Employer contributions
- $5,519,187
- Participant contributions
- $11,083,314
- Total contributions
- $19,939,556
- Total income / additions
- $34,414,164
Expenses & distributions
- Benefits paid
- $10,733,878
- Administrative expenses
- $277,125
- Total expenses
- $11,017,313
- Net increase / (decrease)
- $23,396,851
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Global Retirement Partners LLC | ADVISORS BROKER DEALER | $131,344 | $0 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $118,422 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGT | $26,724 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sharkninja Management Company
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Needham, MA
- Global Retirement Partners LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation