Espace Shares Trust — Form 5500 plan (Espace 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, Espace Shares Trust is a benefit plan reported by Espace Inc. under EIN 87-1970747 and plan number 001. The latest loaded filing year is 2023. The filing reports 1 participants and $129,665,120 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Espace Inc.
- EIN
- 87-1970747
- Plan number
- 001
- Plan type
- 2
- Location
- Stuart, FL
- Latest filing year
- 2023
- Participants
- 1
- End-of-year plan assets
- $129,665,120
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1 | I | 20240727134507NAL0016824129001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $129,665,120
- Net assets (EOY)
- $129,665,120
- Net assets (BOY)
- $117,764,250
Income & contributions
- Total income / additions
- $11,900,870
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- $11,900,870
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.