The Sharp Shopper, Inc Profit Sharing & 401(K) Plan — Form 5500 plan (Sharp Shopper, 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, The Sharp Shopper, Inc Profit Sharing & 401(K) Plan is a benefit plan reported by Sharp Shopper, Inc. under EIN 23-2985791 and plan number 001. The latest loaded filing year is 2023. The filing reports 522 participants and $14,912,707 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sharp Shopper, Inc.
EIN
23-2985791
Plan number
001
Plan type
2
Location
Ephrata, PA
Latest filing year
2023
Participants
522
End-of-year plan assets
$14,912,707

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023522H, C20241004072726NAL0019867984001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,912,707
Total liabilities (EOY)
$0
Net assets (EOY)
$14,912,707
Net assets (BOY)
$13,235,996

Income & contributions

Employer contributions
$373,422
Participant contributions
$594,711
Total contributions
$968,133
Total income / additions
$3,056,918

Expenses & distributions

Benefits paid
$1,340,263
Administrative expenses
$39,944
Total expenses
$1,380,207
Net increase / (decrease)
$1,676,711

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Everence Trust CompanyNONE$31,167not reported in the loaded dataset2023
Ascensus LLCNONE$8,777$162023

Related Form 5500 pages