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, Shorelight Retirement Plan is a benefit plan reported by Shorelight, LLC under EIN 46-2010227 and plan number 001. The latest loaded filing year is 2023. The filing reports 331 participants and $18,046,287 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,046,287
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,046,287
- Net assets (BOY)
- $14,454,625
Income & contributions
- Employer contributions
- $697,488
- Participant contributions
- $2,120,208
- Total contributions
- $3,201,117
- Total income / additions
- $5,982,906
Expenses & distributions
- Benefits paid
- $2,308,730
- Administrative expenses
- $81,683
- Total expenses
- $2,391,244
- Net increase / (decrease)
- $3,591,662