The Shadowfax Corporation 403(B) Plan — Form 5500 plan (The Shadowfax Corporation)
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, The Shadowfax Corporation 403(B) Plan is a benefit plan reported by The Shadowfax Corporation under EIN 23-2368549 and plan number 001. The latest loaded filing year is 2023. The filing reports 343 participants and $7,095,152 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Shadowfax Corporation
- EIN
- 23-2368549
- Plan number
- 001
- Plan type
- 2
- Location
- York, PA
- Latest filing year
- 2023
- Participants
- 343
- End-of-year plan assets
- $7,095,152
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 343 | H, C | 20250404091818NAL0013233105001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,095,152
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,095,152
- Net assets (BOY)
- $5,977,835
Income & contributions
- Employer contributions
- $254,000
- Participant contributions
- $369,428
- Total contributions
- $632,694
- Total income / additions
- $1,502,410
Expenses & distributions
- Benefits paid
- $336,756
- Administrative expenses
- $48,337
- Total expenses
- $385,093
- Net increase / (decrease)
- $1,117,317
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Co Of Aer | RECORDKEEPER | $23,279 | $0 | 2023 |
| Pa Retirement Solutions | TPA | $5,646 | $6,151 | 2023 |
| Lpl Financial | INVESTMENT ADVISOR | $10,562 | not reported in the loaded dataset | 2023 |
| Rbc Capital Markets | INVESTMENT ADVISOR | $4,816 | not reported in the loaded dataset | 2023 |
| Leafhouse Financial Advisors, LLC | INVESTMENT ADVISOR | $3,076 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGT | $1,438 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Shadowfax Corporation
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in York, PA
- Empower Annuity Insurance Co Of Aer — Schedule C compensation
- Pa Retirement Solutions — Schedule C compensation
- Lpl Financial — Schedule C compensation
- Rbc Capital Markets — Schedule C compensation
- Leafhouse Financial Advisors, LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation