We Are Sharing Hope Sc Retirement Plan — Form 5500 plan (We Are Sharing Hope Sc)
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, We Are Sharing Hope Sc Retirement Plan is a benefit plan reported by We Are Sharing Hope Sc under EIN 57-0875658 and plan number 002. The latest loaded filing year is 2023. The filing reports 136 participants and $7,762,152 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- We Are Sharing Hope Sc
- EIN
- 57-0875658
- Plan number
- 002
- Plan type
- 2
- Location
- Charleston, SC
- Latest filing year
- 2023
- Participants
- 136
- End-of-year plan assets
- $7,762,152
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 136 | H, C | 20240726074312NAL0015655153001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,762,152
- Net assets (EOY)
- $7,762,152
- Net assets (BOY)
- $5,998,308
Income & contributions
- Employer contributions
- $264,991
- Participant contributions
- $480,899
- Total contributions
- $1,715,968
- Total income / additions
- $2,786,101
Expenses & distributions
- Benefits paid
- $975,963
- Administrative expenses
- $46,294
- Total expenses
- $1,022,257
- Net increase / (decrease)
- $1,763,844
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Commonwealth Equity Services, LLC | INVESTMENT ADVISOR | $27,778 | $0 | 2023 |
| Empower Annuity Insurance Co | RECORDKEEPER | $19,146 | $0 | 2023 |
| Ascensus, Inc. | OTHER | $0 | $3,414 | 2023 |