2023 Form 5500 filing — The Sharp Employees Savings And Investment 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 20240930101736NAL0005562081003) for The Sharp Employees Savings And Investment Plan, reported by Sharp Electronics Corporation under EIN 13-1968872 and plan number 003. It reports 2,614 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930101736NAL0005562081003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sharp Electronics Corporation
- EIN
- 13-1968872
- Plan number
- 003
- Location
- Montvale, NJ
- Participants
- 2,614
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $383,719,053
- Net assets (EOY)
- $383,719,053
- Employer contributions
- $5,760,880
- Participant contributions
- $14,597,415
- Total income / additions
- $77,955,748
- Benefits paid
- $26,435,707
- Administrative expenses
- $221,663
- Total expenses
- $26,657,370
- Net increase / (decrease)
- $51,298,378
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $112,894 | not reported in the loaded dataset |
| Capfinancial Partners LLC | NONE | $78,000 | not reported in the loaded dataset |
| Day Pitney Llp | NONE | $16,270 | not reported in the loaded dataset |
| Pkf O'Connor Davies Llp | NONE | $14,500 | not reported in the loaded dataset |
| Column Capital Advisors LLC | NONE | $5,412 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $537 | $0 |