The Shurtape Technologies Profit Sharing And Retirement Savings Plan — Form 5500 plan (Shurtape Technologies 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 Shurtape Technologies Profit Sharing And Retirement Savings Plan is a benefit plan reported by Shurtape Technologies LLC under EIN 56-1941023 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,696 participants and $114,940,775 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Shurtape Technologies LLC
- EIN
- 56-1941023
- Plan number
- 001
- Plan type
- 2
- Location
- Hickory, NC
- Latest filing year
- 2023
- Participants
- 1,696
- End-of-year plan assets
- $114,940,775
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,696 | H, C | 20241015092035NAL0016049667001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $114,940,775
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $114,940,775
- Net assets (BOY)
- $97,516,666
Income & contributions
- Employer contributions
- $2,343,095
- Participant contributions
- $6,893,800
- Total contributions
- $10,172,318
- Total income / additions
- $27,373,560
Expenses & distributions
- Benefits paid
- $9,703,549
- Administrative expenses
- $228,346
- Total expenses
- $9,949,451
- Net increase / (decrease)
- $17,424,109
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | RECORDKEEPER | $158,490 | $0 | 2023 |
| Captrust | CONSULTANT | $33,750 | not reported in the loaded dataset | 2023 |
| Troutman Pepper | OTHER | $21,056 | not reported in the loaded dataset | 2023 |
| Forvis Mazars, Llp | ACCOUNTANT | $10,792 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Shurtape Technologies LLC
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Hickory, NC
- Merrill Lynch, Pierce, Fenner And S — Schedule C compensation
- Captrust — Schedule C compensation
- Troutman Pepper — Schedule C compensation
- Forvis Mazars, Llp — Schedule C compensation