2023 Form 5500 filing — Sharp Healthcare 403(B) Tax Deferred 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 20241010122912NAL0009983331001) for Sharp Healthcare 403(B) Tax Deferred Retirement Plan, reported by Sharp Healthcare under EIN 95-6077327 and plan number 006. It reports 20,605 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010122912NAL0009983331001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sharp Healthcare
- EIN
- 95-6077327
- Plan number
- 006
- Location
- San Diego, CA
- Participants
- 20,605
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $657,010,678
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $657,010,678
- Participant contributions
- $63,177,400
- Total income / additions
- $151,173,102
- Benefits paid
- $51,903,188
- Administrative expenses
- $604,760
- Total expenses
- $52,861,802
- Net increase / (decrease)
- $98,311,300
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | RECORDKEEPER | $604,760 | $0 |