2023 Form 5500 filing — Sharp Transit, LLC Employees 401(K) 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 20241008191110NAL0010005251001) for Sharp Transit, LLC Employees 401(K) Retirement Plan, reported by Sharp Transit, LLC under EIN 56-2206676 and plan number 001. It reports 776 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008191110NAL0010005251001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sharp Transit, LLC
- EIN
- 56-2206676
- Plan number
- 001
- Location
- Salisbury, NC
- Participants
- 776
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,996,377
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,996,377
- Employer contributions
- $437,771
- Participant contributions
- $810,943
- Total income / additions
- $2,285,972
- Benefits paid
- $622,658
- Administrative expenses
- $33,683
- Total expenses
- $656,341
- Net increase / (decrease)
- $1,629,631
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T. Rowe Price Rps, Inc. | NONE | $33,683 | $0 |
| American Funds | NONE | $0 | $0 |
| Fidelity | NONE | $0 | $0 |
| Prudential Fund | NONE | $0 | $0 |
| Mfs Funds | NONE | $0 | $0 |
| Wells Fargo Funds Trust | NONE | $0 | $0 |
| Jp Morgan Funds | NONE | $0 | $0 |
| Columbia Funds | NONE | $0 | $0 |
| Principal Fund | NONE | $0 | $0 |