Shared Support Inc. 401(K) Plan — Form 5500 plan (Shared Support Inc.)
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, Shared Support Inc. 401(K) Plan is a benefit plan reported by Shared Support Inc. under EIN 20-2881218 and plan number 001. The latest loaded filing year is 2023. The filing reports 234 participants and $4,842,548 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Shared Support Inc.
- EIN
- 20-2881218
- Plan number
- 001
- Plan type
- 2
- Location
- Sunbury, PA
- Latest filing year
- 2023
- Participants
- 234
- End-of-year plan assets
- $4,842,548
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 234 | H, C | 20241014174328NAL0047040256001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,842,548
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,842,548
- Net assets (BOY)
- $3,728,641
Income & contributions
- Employer contributions
- $259,222
- Participant contributions
- $415,263
- Total contributions
- $687,583
- Total income / additions
- $1,385,366
Expenses & distributions
- Benefits paid
- $245,687
- Administrative expenses
- $25,772
- Total expenses
- $271,459
- Net increase / (decrease)
- $1,113,907
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Co Of Am | RECORDKEEPER | $24,655 | $0 | 2023 |
| Cetera Investment Services LLC | BROKER/ADVISER | $0 | $12,201 | 2023 |
| The Paragon Alliance Group, LLC | CONTRACT ADMIN | $0 | $3,323 | 2023 |
| Empower Advisory Group ,LLC | INVESTMENT MANAGEMENT | $1,117 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Shared Support Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Sunbury, PA
- Empower Annuity Insurance Co Of Am — Schedule C compensation
- Cetera Investment Services LLC — Schedule C compensation
- The Paragon Alliance Group, LLC — Schedule C compensation
- Empower Advisory Group ,LLC — Schedule C compensation