2023 Form 5500 filing — Shore Capital Partners Management, Lp Retirement Savings 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 20241011130008NAL0012505459001) for Shore Capital Partners Management, Lp Retirement Savings Plan, reported by Shore Capital Partners Management Lp under EIN 27-2551508 and plan number 002. It reports 184 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011130008NAL0012505459001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Shore Capital Partners Management Lp
- EIN
- 27-2551508
- Plan number
- 002
- Location
- Chicago, IL
- Participants
- 184
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,790,601
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,790,601
- Employer contributions
- $435,655
- Participant contributions
- $1,543,721
- Total income / additions
- $3,019,009
- Benefits paid
- $118,473
- Administrative expenses
- $48,223
- Total expenses
- $166,696
- Net increase / (decrease)
- $2,852,313
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $24,984 | $0 |
| Northwestern Mutual Wealth Mgmt Co | INVESTMENT ADVISOR | $17,404 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $5,234 | not reported in the loaded dataset |
| Futureplan By Ascensus - Bpc | CONTRACT ADMIN | $475 | $1,542 |