2023 Form 5500 filing — Samuel Shapiro & Co., Inc. Profit Sharing Trust
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 20240729122720NAL0031985040001) for Samuel Shapiro & Co., Inc. Profit Sharing Trust, reported by Samuel Shapiro & Co., Inc. under EIN 52-0481650 and plan number 001. It reports 203 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240729122720NAL0031985040001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Samuel Shapiro & Co., Inc.
- EIN
- 52-0481650
- Plan number
- 001
- Location
- Baltimore, MD
- Participants
- 203
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,151,721
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,151,721
- Employer contributions
- $291,547
- Participant contributions
- $742,794
- Total income / additions
- $3,405,617
- Benefits paid
- $616,244
- Administrative expenses
- $66,784
- Total expenses
- $683,028
- Net increase / (decrease)
- $2,722,589
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $33,190 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $21,091 | $0 |
| Weyrich, Cronin & Sorra LLC | AUDITOR | $11,100 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,403 | not reported in the loaded dataset |