The Shape Technologies Group 401(K) Plan — Form 5500 plan (Shape Technologies Group, 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 Shape Technologies Group 401(K) Plan is a benefit plan reported by Shape Technologies Group, Inc. under EIN 46-3275009 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,145 participants and $88,156,304 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Shape Technologies Group, Inc.
- EIN
- 46-3275009
- Plan number
- 002
- Plan type
- 2
- Location
- Kent, WA
- Latest filing year
- 2023
- Participants
- 1,145
- End-of-year plan assets
- $88,156,304
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,145 | H, C | 20240923172931NAL0011766481001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $88,156,304
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $88,156,304
- Net assets (BOY)
- $81,076,690
Income & contributions
- Employer contributions
- $1,557,529
- Participant contributions
- $4,366,107
- Total contributions
- $6,074,758
- Total income / additions
- $18,564,938
Expenses & distributions
- Benefits paid
- $11,221,242
- Administrative expenses
- $203,118
- Total expenses
- $11,485,324
- Net increase / (decrease)
- $7,079,614
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $107,151 | $0 | 2023 |
| Creative Planning, LLC | INVESTMENT ADVISOR | $80,000 | not reported in the loaded dataset | 2023 |
| Lane Powell | LEGAL | $15,967 | not reported in the loaded dataset | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Shape Technologies Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Kent, WA
- Transamerica Retirement Solutions — Schedule C compensation
- Creative Planning, LLC — Schedule C compensation
- Lane Powell — Schedule C compensation
- National Financial Services — Schedule C compensation