Shared Support South, 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 South, Inc. (EIN 83-2134543) is a plan sponsor located in Warrington, PA with 3 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
83-2134543
Location
Warrington, PA
Loaded plans
3
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$2,750,662
Total reported liabilities (EOY)
$198,240
Total reported net assets (EOY)
$2,552,422

Contributions & income

Employer contributions
$1,827,521
Participant contributions
$395,656
Total income / additions
$2,538,289

Expenses & distributions

Benefits paid / distributions
$1,463,134
Total expenses
$2,282,596
Net increase / (decrease)
$255,693

Coverage

Total reported participants
502
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 South, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Shared Support South 401(K) Plan001228$2,292,1982023
Shared Support South, Inc. Employee Health Plan501146$458,4642023
Shared Support South, Inc. Group Insurance Company502128not 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 South, Inc.
YearPlanParticipantsSchedulesFiling
2023Shared Support South 401(K) Plan228H, C20241006183944NAL0025869696001
2023Shared Support South, Inc. Employee Health Plan146H, C20241014061328NAL0026716513001
2023Shared Support South, Inc. Group Insurance Company12820241014084217NAL0043891680001

Related Form 5500 pages