Sh Group Retirement Savings Plan — Form 5500 plan (Sh Group Operations, LLC)

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, Sh Group Retirement Savings Plan is a benefit plan reported by Sh Group Operations, LLC under EIN 26-4006966 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,366 participants and $20,229,746 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sh Group Operations, LLC
EIN
26-4006966
Plan number
001
Plan type
2
Location
Coconut Grove, FL
Latest filing year
2023
Participants
1,366
End-of-year plan assets
$20,229,746

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,366H, C20250325164253NAL0010393075001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$20,229,746
Total liabilities (EOY)
$0
Net assets (EOY)
$20,229,746
Net assets (BOY)
$0

Income & contributions

Employer contributions
$1,328,170
Participant contributions
$3,380,566
Total contributions
$5,769,774
Total income / additions
$7,949,739

Expenses & distributions

Benefits paid
$1,381,562
Administrative expenses
$61,084
Total expenses
$1,443,534
Net increase / (decrease)
$6,506,205

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$61,083$02023

Related Form 5500 pages