Shared Support Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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 Inc. (EIN 20-2881218) is a plan sponsor located in Sunbury, PA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
20-2881218
Location
Sunbury, PA
Loaded plans
3
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$5,128,525
Total reported liabilities (EOY)
$361,058
Total reported net assets (EOY)
$4,767,467

Contributions & income

Employer contributions
$3,832,268
Participant contributions
$654,688
Total income / additions
$5,198,794

Expenses & distributions

Benefits paid / distributions
$3,002,985
Total expenses
$4,176,416
Net increase / (decrease)
$1,022,378

Coverage

Total reported participants
529
Plans with financial statements
2
Plans with provider compensation
2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Shared Support Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Shared Support Inc. 401(K) Plan001234$4,842,5482023
Shared Support Inc. Group Medical Plan501167$285,9772023
Shared Support, Inc. Group Insurance Plan502128not reported in the loaded dataset2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Shared Support Inc.
YearPlanParticipantsSchedulesFiling
2023Shared Support Inc. Group Medical Plan167H, C20240701093901NAL0007657794001
2023Shared Support, Inc. Group Insurance Plan12820240701093955NAL0003673233001
2023Shared Support Inc. 401(K) Plan234H, C20241014174328NAL0047040256001

Related Form 5500 pages