Samuel Shapiro & Co., Inc. Profit Sharing Trust — Form 5500 plan (Samuel Shapiro & Co., 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, Samuel Shapiro & Co., Inc. Profit Sharing Trust is a benefit plan reported by Samuel Shapiro & Co., Inc. under EIN 52-0481650 and plan number 001. The latest loaded filing year is 2023. The filing reports 203 participants and $17,151,721 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Samuel Shapiro & Co., Inc.
- EIN
- 52-0481650
- Plan number
- 001
- Plan type
- 2
- Location
- Baltimore, MD
- Latest filing year
- 2023
- Participants
- 203
- End-of-year plan assets
- $17,151,721
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 203 | H, C | 20240729122720NAL0031985040001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,151,721
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,151,721
- Net assets (BOY)
- $14,429,132
Income & contributions
- Employer contributions
- $291,547
- Participant contributions
- $742,794
- Total contributions
- $1,139,624
- Total income / additions
- $3,405,617
Expenses & distributions
- Benefits paid
- $616,244
- Administrative expenses
- $66,784
- Total expenses
- $683,028
- Net increase / (decrease)
- $2,722,589
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $33,190 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $21,091 | $0 | 2023 |
| Weyrich, Cronin & Sorra LLC | AUDITOR | $11,100 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,403 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Samuel Shapiro & Co., Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Baltimore, MD
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Weyrich, Cronin & Sorra LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation