2023 Form 5500 filing — Share Corporation Employee Stock Ownership 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 20241011083912NAL0043071282001) for Share Corporation Employee Stock Ownership Trust, reported by Share Corporation under EIN 39-1142958 and plan number 001. It reports 6 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.7MReported net assets$1,659,102
Participants6
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241011083912NAL0043071282001
Plan sponsor
Share Corporation
EIN
39-1142958
Plan number
001
Location
Milwaukee, WI
Received date
not reported in the loaded dataset
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$1.7M total assets
Net assets$1.7MLiabilities
Money in vs. money out
Total income / additions$298.3K
Total expenses$134.5K
Benefits paid / distributions$134.5K
Full reported line items
Total assets (EOY)
$1,659,102
Net assets (EOY)
$1,659,102
Total income / additions
$298,260
Benefits paid
$134,452
Total expenses
$134,452
Net increase / (decrease)
$163,808

Related Form 5500 pages