Shure Associates' 401(K) Savings And Profit Sharing Plan — Form 5500 plan (Shure Incorporated)

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, Shure Associates' 401(K) Savings And Profit Sharing Plan is a benefit plan reported by Shure Incorporated under EIN 36-2060824 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,397 participants and $387,989,351 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Shure Incorporated
EIN
36-2060824
Plan number
003
Plan type
2
Location
Niles, IL
Latest filing year
2023
Participants
1,397
End-of-year plan assets
$387,989,351

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,397H, C20250318201750NAL0003994401001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$387,989,351
Total liabilities (EOY)
$0
Net assets (EOY)
$387,989,351
Net assets (BOY)
$321,170,238

Income & contributions

Employer contributions
$14,702,747
Participant contributions
$15,471,220
Total contributions
$34,881,309
Total income / additions
$88,236,903

Expenses & distributions

Benefits paid
$21,165,045
Administrative expenses
$252,745
Total expenses
$21,417,790
Net increase / (decrease)
$66,819,113

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$140,445$02023
Sage ViewINVESTMENT ADVISOR$68,051not reported in the loaded dataset2023
Strategic Advisors, Inc.ADVISOR$30,072not reported in the loaded dataset2023
SeyfarthATTORNEY/LEGAL$14,177not reported in the loaded dataset2023

Related Form 5500 pages