Sharpe Executive Group, Inc. Employee Stock Ownership Plan — Form 5500 plan (Sharpe Executive 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, Sharpe Executive Group, Inc. Employee Stock Ownership Plan is a benefit plan reported by Sharpe Executive Group, Inc. under EIN 95-4883689 and plan number 003. The latest loaded filing year is 2023. The filing reports 5 participants and $20,331,317 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sharpe Executive Group, Inc.
- EIN
- 95-4883689
- Plan number
- 003
- Plan type
- 2
- Location
- Valencia, CA
- Latest filing year
- 2023
- Participants
- 5
- End-of-year plan assets
- $20,331,317
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5 | I | 20250815173751NAL0030642946001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $20,331,317
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,331,317
- Net assets (BOY)
- $27,139,931
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- -$1,953,162
Expenses & distributions
- Benefits paid
- $4,855,452
- Administrative expenses
- $0
- Total expenses
- $4,855,452
- Net increase / (decrease)
- -$6,808,614
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.