Sharp Transit, LLC Employees 401(K) Retirement Plan — Form 5500 plan (Sharp Transit, 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, Sharp Transit, LLC Employees 401(K) Retirement Plan is a benefit plan reported by Sharp Transit, LLC under EIN 56-2206676 and plan number 001. The latest loaded filing year is 2023. The filing reports 776 participants and $5,996,377 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sharp Transit, LLC
- EIN
- 56-2206676
- Plan number
- 001
- Plan type
- 2
- Location
- Salisbury, NC
- Latest filing year
- 2023
- Participants
- 776
- End-of-year plan assets
- $5,996,377
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 776 | H, C | 20241008191110NAL0010005251001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,996,377
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,996,377
- Net assets (BOY)
- $4,366,746
Income & contributions
- Employer contributions
- $437,771
- Participant contributions
- $810,943
- Total contributions
- $1,466,569
- Total income / additions
- $2,285,972
Expenses & distributions
- Benefits paid
- $622,658
- Administrative expenses
- $33,683
- Total expenses
- $656,341
- Net increase / (decrease)
- $1,629,631
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T. Rowe Price Rps, Inc. | NONE | $33,683 | $0 | 2023 |
| American Funds | NONE | $0 | $0 | 2023 |
| Fidelity | NONE | $0 | $0 | 2023 |
| Prudential Fund | NONE | $0 | $0 | 2023 |
| Mfs Funds | NONE | $0 | $0 | 2023 |
| Wells Fargo Funds Trust | NONE | $0 | $0 | 2023 |
| Jp Morgan Funds | NONE | $0 | $0 | 2023 |
| Columbia Funds | NONE | $0 | $0 | 2023 |
| Principal Fund | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sharp Transit, LLC
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Salisbury, NC
- T. Rowe Price Rps, Inc. — Schedule C compensation
- American Funds — Schedule C compensation
- Fidelity — Schedule C compensation
- Prudential Fund — Schedule C compensation
- Mfs Funds — Schedule C compensation
- Wells Fargo Funds Trust — Schedule C compensation
- Jp Morgan Funds — Schedule C compensation
- Columbia Funds — Schedule C compensation
- Principal Fund — Schedule C compensation