2023 Form 5500 filing — Shorelight 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 20241008064912NAL0017212289001) for Shorelight Retirement Plan, reported by Shorelight, LLC under EIN 46-2010227 and plan number 001. It reports 331 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008064912NAL0017212289001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Shorelight, LLC
- EIN
- 46-2010227
- Plan number
- 001
- Location
- Boston, MA
- Participants
- 331
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,046,287
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,046,287
- Employer contributions
- $697,488
- Participant contributions
- $2,120,208
- Total income / additions
- $5,982,906
- Benefits paid
- $2,308,730
- Administrative expenses
- $81,683
- Total expenses
- $2,391,244
- Net increase / (decrease)
- $3,591,662
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| First Republic Investment Mgmnt | ADVISOR | $36,945 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $35,950 | $0 |