Plan5500

Share Corporation Employee Stock Ownership Trust — Form 5500 plan (Share 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, Share Corporation Employee Stock Ownership Trust is a benefit plan reported by Share Corporation under EIN 39-1142958 and plan number 001. The latest loaded filing year is 2023. The filing reports 6 participants and $1,659,102 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$1.7MPlan net assets, end of year$1,659,102
Participants6Covered participants reported
Assets / participant$276.5KComputed: assets ÷ participants$276,517 (computed)
Provider compensationNone reported
Plan sponsor
Share Corporation
EIN
39-1142958
Plan number
001
Plan type
2
Location
Milwaukee, WI
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    6 participants · 2Sch I
    View filing →
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$1.7M total assets
Net assets$1.7MLiabilities—
Money in vs. money out
Total income / additions$298.3K
Total expenses$134.5K
Benefits paid / distributions$134.5K
Full reported line items

Net assets

Total assets (EOY)
$1,659,102
Net assets (EOY)
$1,659,102
Net assets (BOY)
$1,495,294

Income & contributions

Total income / additions
$298,260

Expenses & distributions

Benefits paid
$134,452
Total expenses
$134,452
Net increase / (decrease)
$163,808
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income45%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages