The Shape Family Of Companies Retirement Plan — Form 5500 plan (Shape Corp Biosolutions, 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, The Shape Family Of Companies Retirement Plan is a benefit plan reported by Shape Corp Biosolutions, LLC under EIN 38-2040702 and plan number 333. The latest loaded filing year is 2023. The filing reports 3,009 participants and $156,068,772 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Shape Corp Biosolutions, LLC
EIN
38-2040702
Plan number
333
Plan type
3
Location
Grand Haven, MI
Latest filing year
2023
Participants
3,009
End-of-year plan assets
$156,068,772

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,009H, C20241010150404NAL0041273618001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$156,068,772
Total liabilities (EOY)
$0
Net assets (EOY)
$156,068,772
Net assets (BOY)
$131,660,692

Income & contributions

Employer contributions
$8,014,734
Participant contributions
$7,932,380
Total contributions
$17,297,991
Total income / additions
$40,859,557

Expenses & distributions

Benefits paid
$16,199,372
Administrative expenses
$252,105
Total expenses
$16,451,477
Net increase / (decrease)
$24,408,080

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch, Pierce, Fenner And SRECORDKEEPER$252,105$02023

Related Form 5500 pages