2023 Form 5500 filing — We Are Sharing Hope Sc Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240726074312NAL0015655153001) for We Are Sharing Hope Sc Retirement Plan, reported by We Are Sharing Hope Sc under EIN 57-0875658 and plan number 002. It reports 136 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240726074312NAL0015655153001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- We Are Sharing Hope Sc
- EIN
- 57-0875658
- Plan number
- 002
- Location
- Charleston, SC
- Participants
- 136
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,762,152
- Net assets (EOY)
- $7,762,152
- Employer contributions
- $264,991
- Participant contributions
- $480,899
- Total income / additions
- $2,786,101
- Benefits paid
- $975,963
- Administrative expenses
- $46,294
- Total expenses
- $1,022,257
- Net increase / (decrease)
- $1,763,844
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Commonwealth Equity Services, LLC | INVESTMENT ADVISOR | $27,778 | $0 |
| Empower Annuity Insurance Co | RECORDKEEPER | $19,146 | $0 |
| Ascensus, Inc. | OTHER | $0 | $3,414 |