Plan5500

Shared Support South 401(K) Plan — Form 5500 plan (Shared Support South, Inc.)

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, Shared Support South 401(K) Plan is a benefit plan reported by Shared Support South, Inc. under EIN 83-2134543 and plan number 001. The latest loaded filing year is 2023. The filing reports 228 participants and $2,292,198 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Shared Support South, Inc.
EIN
83-2134543
Plan number
001
Plan type
2
Location
Warrington, PA
Latest filing year
2023
Participants
228
End-of-year plan assets
$2,292,198

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023228H, C20241006183944NAL0025869696001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,292,198
Total liabilities (EOY)
$0
Net assets (EOY)
$2,292,198
Net assets (BOY)
$1,694,776

Income & contributions

Employer contributions
$200,508
Participant contributions
$329,006
Total contributions
$556,587
Total income / additions
$842,401

Expenses & distributions

Benefits paid
$228,490
Administrative expenses
$16,489
Total expenses
$244,979
Net increase / (decrease)
$597,422

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
July Business Services LLCRECORDKEEPER$16,489not reported in the loaded dataset2023
C&N Wealth ManagementINVESTMENT ADVISOR$0not reported in the loaded dataset2023

Related Form 5500 pages