Sharel Ventures, L.L.C. 401(K) Plan — Form 5500 plan (Sharel Ventures, L.L.C.)

Plain-English plan 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, Sharel Ventures, L.L.C. 401(K) Plan is a benefit plan reported by Sharel Ventures, L.L.C. under EIN 16-1512265 and plan number 001. The latest loaded filing year is 2023. The filing reports 177 participants and $1,916,263 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sharel Ventures, L.L.C.
EIN
16-1512265
Plan number
001
Plan type
2
Location
Rochester, NY
Latest filing year
2023
Participants
177
End-of-year plan assets
$1,916,263

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023177H, C20240923152519NAL0006736371001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,916,263
Total liabilities (EOY)
$0
Net assets (EOY)
$1,916,263
Net assets (BOY)
$1,760,756

Income & contributions

Employer contributions
$46,319
Participant contributions
$187,931
Total contributions
$246,953
Total income / additions
$482,773

Expenses & distributions

Benefits paid
$314,940
Administrative expenses
$12,326
Total expenses
$327,266
Net increase / (decrease)
$155,507

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Benefit Plans Administrative ServicNONE$12,326$02023

Related Form 5500 pages