2023 Form 5500 filing — Sharp Electronics Corporation Pension 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 20250107115637NAL0005228083001) for Sharp Electronics Corporation Pension Plan, reported by Sharp Electronics Corporation under EIN 13-1968872 and plan number 001. It reports 841 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250107115637NAL0005228083001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sharp Electronics Corporation
- EIN
- 13-1968872
- Plan number
- 001
- Location
- Montvale, NJ
- Participants
- 841
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $61,524,910
- Total liabilities (EOY)
- $55,503
- Net assets (EOY)
- $61,469,407
- Total income / additions
- $7,553,071
- Benefits paid
- $31,928,489
- Administrative expenses
- $862,134
- Total expenses
- $32,790,623
- Net increase / (decrease)
- -$25,237,552
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sun Life Capital Mgmt Us LLC | NONE | $90,823 | not reported in the loaded dataset |
| Schwab Retirement Plan Services, In | NONE | $83,954 | not reported in the loaded dataset |
| Captrust Advisors LLC | NONE | $43,302 | not reported in the loaded dataset |
| Pkf O'Connor Davies, Llp | NONE | $14,665 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $4,246 | $0 |