Share Our Selves Corporation 403(B) Plan — Form 5500 plan (Share Our Selves 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 Our Selves Corporation 403(B) Plan is a benefit plan reported by Share Our Selves Corporation under EIN 95-3222316 and plan number 001. The latest loaded filing year is 2023. The filing reports 186 participants and $5,645,538 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Share Our Selves Corporation
- EIN
- 95-3222316
- Plan number
- 001
- Plan type
- 2
- Location
- Newport Beach, CA
- Latest filing year
- 2023
- Participants
- 186
- End-of-year plan assets
- $5,645,538
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 186 | H, C | 20241010140625NAL0010091939001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,645,538
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,645,538
- Net assets (BOY)
- $4,394,010
Income & contributions
- Employer contributions
- $256,597
- Participant contributions
- $604,363
- Total contributions
- $892,064
- Total income / additions
- $1,734,604
Expenses & distributions
- Benefits paid
- $478,326
- Administrative expenses
- $4,750
- Total expenses
- $483,076
- Net increase / (decrease)
- $1,251,528
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| New York Life Securities | OTHER SERVICES | $0 | $11,390 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $4,749 | $0 | 2023 |