2023 Form 5500 filing — The Shurtape Technologies Profit Sharing And 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 20241015092035NAL0016049667001) for The Shurtape Technologies Profit Sharing And Retirement Savings Plan, reported by Shurtape Technologies LLC under EIN 56-1941023 and plan number 001. It reports 1,696 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015092035NAL0016049667001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Shurtape Technologies LLC
- EIN
- 56-1941023
- Plan number
- 001
- Location
- Hickory, NC
- Participants
- 1,696
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $114,940,775
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $114,940,775
- Employer contributions
- $2,343,095
- Participant contributions
- $6,893,800
- Total income / additions
- $27,373,560
- Benefits paid
- $9,703,549
- Administrative expenses
- $228,346
- Total expenses
- $9,949,451
- Net increase / (decrease)
- $17,424,109
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | RECORDKEEPER | $158,490 | $0 |
| Captrust | CONSULTANT | $33,750 | not reported in the loaded dataset |
| Troutman Pepper | OTHER | $21,056 | not reported in the loaded dataset |
| Forvis Mazars, Llp | ACCOUNTANT | $10,792 | not reported in the loaded dataset |