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SHARP CORPORATION RETIREMENT PLAN 401k Plan overview

Plan NameSHARP CORPORATION RETIREMENT PLAN
Plan identification number 001

SHARP CORPORATION RETIREMENT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

SHARP PACKAGING SERVICES LLC has sponsored the creation of one or more 401k plans.

Company Name:SHARP PACKAGING SERVICES LLC
Employer identification number (EIN):231989163
NAIC Classification:561900

Additional information about SHARP PACKAGING SERVICES LLC

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1967-10-02
Company Identification Number: 0023969900
Legal Registered Office Address: 3737 BUFFALO SPEEDWAY STE 1500

HOUSTON
United States of America (USA)
77098

More information about SHARP PACKAGING SERVICES LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SHARP CORPORATION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01ROB COHEN DAVID THOMSON2018-07-27
0012016-01-01ROB COHEN DAVID THOMSON2017-07-27
0012015-01-01ROBERT D. COHEN DAVID THOMSON2016-08-08
0012014-01-01ROBERT D. COHEN DAVID THOMSON2015-07-31
0012013-01-01ROBERT D. COHEN DAVID THOMSON2014-07-24
0012012-01-01ROBERT D. COHEN DAVID THOMSON2013-07-29
0012011-01-01ROBERT D. COHEN DAVID THOMSON2012-08-08
0012010-01-01ROBERT D. COHEN DAVID THOMSON2011-07-28
0012009-01-01ROBERT D. COHEN DAVID THOMSON2010-09-15

Plan Statistics for SHARP CORPORATION RETIREMENT PLAN

401k plan membership statisitcs for SHARP CORPORATION RETIREMENT PLAN

Measure Date Value
2023: SHARP CORPORATION RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-011,110
Total number of active participants reported on line 7a of the Form 55002023-01-01765
Number of retired or separated participants receiving benefits2023-01-0130
Number of other retired or separated participants entitled to future benefits2023-01-01278
Total of all active and inactive participants2023-01-011,073
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-014
Total participants2023-01-011,077
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0113
2022: SHARP CORPORATION RETIREMENT PLAN 2022 401k membership
Market value of plan assets2022-12-3138,395,927
Acturial value of plan assets2022-12-3136,311,865
Funding target for retired participants and beneficiaries receiving payment2022-12-31951,093
Number of terminated vested participants2022-12-31190
Fundng target for terminated vested participants2022-12-313,732,034
Active participant vested funding target2022-12-3122,815,310
Number of active participants2022-12-31987
Total funding liabilities for active participants2022-12-3124,441,498
Total participant count2022-12-311,199
Total funding target for all participants2022-12-3129,124,625
Balance at beginning of prior year after applicable adjustments2022-12-3110,400,429
Prefunding balance at beginning of prior year after applicable adjustments2022-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-312,856,675
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-317,543,754
Amount remaining of prefunding balance2022-12-310
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-318,009,204
Balance of prefunding at beginning of current year2022-12-310
Total employer contributions2022-12-312,200,000
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-312,015,758
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-312,671,817
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-312,671,817
Carryover balance elected to use to offset funding requirement2022-12-312,671,817
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-312,015,758
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-011,172
Total number of active participants reported on line 7a of the Form 55002022-01-01842
Number of retired or separated participants receiving benefits2022-01-0125
Number of other retired or separated participants entitled to future benefits2022-01-01236
Total of all active and inactive participants2022-01-011,103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-017
Total participants2022-01-011,110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0141
2021: SHARP CORPORATION RETIREMENT PLAN 2021 401k membership
Market value of plan assets2021-12-3137,502,972
Acturial value of plan assets2021-12-3134,022,715
Funding target for retired participants and beneficiaries receiving payment2021-12-31905,903
Number of terminated vested participants2021-12-31144
Fundng target for terminated vested participants2021-12-312,637,679
Active participant vested funding target2021-12-3120,605,085
Number of active participants2021-12-311,029
Total funding liabilities for active participants2021-12-3122,381,240
Total participant count2021-12-311,193
Total funding target for all participants2021-12-3125,924,822
Balance at beginning of prior year after applicable adjustments2021-12-3112,019,507
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-312,826,164
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-319,193,343
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-3110,400,429
Balance of prefunding at beginning of current year2021-12-310
Total employer contributions2021-12-310
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-312,856,675
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-312,856,675
Carryover balance elected to use to offset funding requirement2021-12-312,856,675
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-011,160
Total number of active participants reported on line 7a of the Form 55002021-01-01961
Number of retired or separated participants receiving benefits2021-01-0122
Number of other retired or separated participants entitled to future benefits2021-01-01185
Total of all active and inactive participants2021-01-011,168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-014
Total participants2021-01-011,172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0169
2020: SHARP CORPORATION RETIREMENT PLAN 2020 401k membership
Market value of plan assets2020-12-3134,795,703
Acturial value of plan assets2020-12-3133,744,981
Funding target for retired participants and beneficiaries receiving payment2020-12-31698,918
Number of terminated vested participants2020-12-31139
Fundng target for terminated vested participants2020-12-313,204,395
Active participant vested funding target2020-12-3118,992,380
Number of active participants2020-12-31959
Total funding liabilities for active participants2020-12-3120,733,632
Total participant count2020-12-311,115
Total funding target for all participants2020-12-3124,636,945
Balance at beginning of prior year after applicable adjustments2020-12-3112,838,764
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-312,461,017
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-3110,377,747
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-3112,019,507
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-310
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-312,826,164
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-312,826,164
Carryover balance elected to use to offset funding requirement2020-12-312,826,164
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-011,081
Total number of active participants reported on line 7a of the Form 55002020-01-01999
Number of retired or separated participants receiving benefits2020-01-0120
Number of other retired or separated participants entitled to future benefits2020-01-01133
Total of all active and inactive participants2020-01-011,152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-018
Total participants2020-01-011,160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0127
2019: SHARP CORPORATION RETIREMENT PLAN 2019 401k membership
Market value of plan assets2019-12-3131,438,626
Acturial value of plan assets2019-12-3133,147,462
Funding target for retired participants and beneficiaries receiving payment2019-12-31705,943
Number of terminated vested participants2019-12-31139
Fundng target for terminated vested participants2019-12-312,624,224
Active participant vested funding target2019-12-3117,293,141
Number of active participants2019-12-31807
Total funding liabilities for active participants2019-12-3118,763,084
Total participant count2019-12-31963
Total funding target for all participants2019-12-3122,093,251
Balance at beginning of prior year after applicable adjustments2019-12-3115,773,659
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-312,467,862
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-3113,305,797
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-3112,838,764
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-310
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-312,461,017
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-312,461,017
Carryover balance elected to use to offset funding requirement2019-12-312,461,017
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-01963
Total number of active participants reported on line 7a of the Form 55002019-01-01929
Number of retired or separated participants receiving benefits2019-01-0117
Number of other retired or separated participants entitled to future benefits2019-01-01130
Total of all active and inactive participants2019-01-011,076
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-015
Total participants2019-01-011,081
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0113
2018: SHARP CORPORATION RETIREMENT PLAN 2018 401k membership
Market value of plan assets2018-12-3133,494,574
Acturial value of plan assets2018-12-3131,917,239
Funding target for retired participants and beneficiaries receiving payment2018-12-31590,466
Number of terminated vested participants2018-12-3183
Fundng target for terminated vested participants2018-12-311,302,740
Active participant vested funding target2018-12-3115,504,714
Number of active participants2018-12-31852
Total funding liabilities for active participants2018-12-3117,081,989
Total participant count2018-12-31949
Total funding target for all participants2018-12-3118,975,195
Balance at beginning of prior year after applicable adjustments2018-12-3116,153,580
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-312,167,360
Amount remaining of carryover balance2018-12-3113,986,220
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-310
Balance of carryovers at beginning of current year2018-12-3115,773,659
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-310
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-312,467,862
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-312,467,862
Carryover balance elected to use to offset funding requirement2018-12-312,467,862
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-01948
Total number of active participants reported on line 7a of the Form 55002018-01-01807
Number of retired or separated participants receiving benefits2018-01-0116
Number of other retired or separated participants entitled to future benefits2018-01-01135
Total of all active and inactive participants2018-01-01958
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-015
Total participants2018-01-01963
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0136
2017: SHARP CORPORATION RETIREMENT PLAN 2017 401k membership
Market value of plan assets2017-12-3130,283,772
Acturial value of plan assets2017-12-3130,556,539
Funding target for retired participants and beneficiaries receiving payment2017-12-31347,991
Number of terminated vested participants2017-12-3167
Fundng target for terminated vested participants2017-12-311,302,819
Active participant vested funding target2017-12-3112,737,322
Number of active participants2017-12-31793
Total funding liabilities for active participants2017-12-3113,980,745
Total participant count2017-12-31870
Total funding target for all participants2017-12-3115,631,555
Balance at beginning of prior year after applicable adjustments2017-12-3116,796,325
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-311,696,699
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-3115,099,626
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-3116,153,580
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-310
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-312,167,360
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-312,167,360
Carryover balance elected to use to offset funding requirement2017-12-312,167,360
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01870
Total number of active participants reported on line 7a of the Form 55002017-01-01852
Number of retired or separated participants receiving benefits2017-01-0112
Number of other retired or separated participants entitled to future benefits2017-01-0183
Total of all active and inactive participants2017-01-01947
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01948
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0138
2016: SHARP CORPORATION RETIREMENT PLAN 2016 401k membership
Market value of plan assets2016-12-3129,049,115
Acturial value of plan assets2016-12-3130,140,175
Funding target for retired participants and beneficiaries receiving payment2016-12-3167,902
Number of terminated vested participants2016-12-3157
Fundng target for terminated vested participants2016-12-31903,390
Active participant vested funding target2016-12-3111,095,085
Number of active participants2016-12-31677
Total funding liabilities for active participants2016-12-3112,158,365
Total participant count2016-12-31737
Total funding target for all participants2016-12-3113,129,657
Balance at beginning of prior year after applicable adjustments2016-12-3118,583,124
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-311,761,567
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-3116,821,557
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-3116,796,325
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-310
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-311,910,892
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-311,696,699
Carryover balance elected to use to offset funding requirement2016-12-311,696,699
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01737
Total number of active participants reported on line 7a of the Form 55002016-01-01793
Number of retired or separated participants receiving benefits2016-01-0110
Number of other retired or separated participants entitled to future benefits2016-01-0165
Total of all active and inactive participants2016-01-01868
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-01870
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0126
2015: SHARP CORPORATION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01813
Total number of active participants reported on line 7a of the Form 55002015-01-01677
Number of retired or separated participants receiving benefits2015-01-013
Number of other retired or separated participants entitled to future benefits2015-01-0156
Total of all active and inactive participants2015-01-01736
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01737
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0118
2014: SHARP CORPORATION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01725
Total number of active participants reported on line 7a of the Form 55002014-01-01626
Number of retired or separated participants receiving benefits2014-01-013
Number of other retired or separated participants entitled to future benefits2014-01-0142
Total of all active and inactive participants2014-01-01671
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01672
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SHARP CORPORATION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01601
Total number of active participants reported on line 7a of the Form 55002013-01-01587
Number of retired or separated participants receiving benefits2013-01-013
Number of other retired or separated participants entitled to future benefits2013-01-0143
Total of all active and inactive participants2013-01-01633
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01633
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0139
2012: SHARP CORPORATION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01533
Total number of active participants reported on line 7a of the Form 55002012-01-01537
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0137
Total of all active and inactive participants2012-01-01575
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01575
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0110
2011: SHARP CORPORATION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01505
Total number of active participants reported on line 7a of the Form 55002011-01-01487
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0132
Total of all active and inactive participants2011-01-01519
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01520
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0116
2010: SHARP CORPORATION RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01518
Total number of active participants reported on line 7a of the Form 55002010-01-01456
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0143
Total of all active and inactive participants2010-01-01499
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01499
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-016
2009: SHARP CORPORATION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01348
Total number of active participants reported on line 7a of the Form 55002009-01-01480
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0132
Total of all active and inactive participants2009-01-01512
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01512
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on SHARP CORPORATION RETIREMENT PLAN

Measure Date Value
2023 : SHARP CORPORATION RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$5,980,375
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$1,804,605
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$1,596,209
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$2,200,000
Value of total assets at end of year2023-12-31$34,787,344
Value of total assets at beginning of year2023-12-31$30,611,574
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$208,396
Total interest from all sources2023-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$917,654
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$917,654
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$3,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Total non interest bearing cash at end of year2023-12-31$187,572
Total non interest bearing cash at beginning of year2023-12-31$188,698
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$4,175,770
Value of net assets at end of year (total assets less liabilities)2023-12-31$34,787,344
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$30,611,574
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$68,943
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$34,599,772
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$30,422,876
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$2,862,721
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$2,200,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$1,596,209
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31WIPFLI LLP
Accountancy firm EIN2023-12-31390758449
2022 : SHARP CORPORATION RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-5,720,386
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,063,967
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,816,166
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$30,611,574
Value of total assets at beginning of year2022-12-31$38,395,927
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$247,801
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$762,149
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$762,149
Administrative expenses professional fees incurred2022-12-31$28,962
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$3,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Total non interest bearing cash at end of year2022-12-31$188,698
Total non interest bearing cash at beginning of year2022-12-31$98,119
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-7,784,353
Value of net assets at end of year (total assets less liabilities)2022-12-31$30,611,574
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$38,395,927
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$57,059
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$30,422,876
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$38,297,808
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-6,482,535
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,816,166
Contract administrator fees2022-12-31$161,780
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WIPFLI LLP
Accountancy firm EIN2022-12-31390758449
2021 : SHARP CORPORATION RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$2,328,744
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,435,789
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,335,620
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$0
Value of total assets at end of year2021-12-31$38,395,927
Value of total assets at beginning of year2021-12-31$37,502,972
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$100,169
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$779,470
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$779,470
Administrative expenses professional fees incurred2021-12-31$13,783
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$3,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Total non interest bearing cash at end of year2021-12-31$98,119
Total non interest bearing cash at beginning of year2021-12-31$37,673
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$892,955
Value of net assets at end of year (total assets less liabilities)2021-12-31$38,395,927
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$37,502,972
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$51,938
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$38,297,808
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$37,465,299
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,549,274
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,335,620
Contract administrator fees2021-12-31$34,448
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31WIPFLI LLP
Accountancy firm EIN2021-12-31390758449
2020 : SHARP CORPORATION RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$4,484,617
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,777,348
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,639,933
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$0
Value of total assets at end of year2020-12-31$37,502,972
Value of total assets at beginning of year2020-12-31$34,795,703
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$137,415
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$784,099
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$784,099
Administrative expenses professional fees incurred2020-12-31$89,928
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$3,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Total non interest bearing cash at end of year2020-12-31$37,673
Total non interest bearing cash at beginning of year2020-12-31$215,100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,707,269
Value of net assets at end of year (total assets less liabilities)2020-12-31$37,502,972
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$34,795,703
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$47,487
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$37,465,299
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$34,580,603
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,700,518
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,639,933
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31WIPFLI LLP
Accountancy firm EIN2020-12-31390758449
2019 : SHARP CORPORATION RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$4,876,151
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,519,074
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,331,347
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Value of total assets at end of year2019-12-31$34,795,703
Value of total assets at beginning of year2019-12-31$31,438,626
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$187,727
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$886,925
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$886,925
Administrative expenses professional fees incurred2019-12-31$142,030
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$3,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Total non interest bearing cash at end of year2019-12-31$215,100
Total non interest bearing cash at beginning of year2019-12-31$224,705
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,357,077
Value of net assets at end of year (total assets less liabilities)2019-12-31$34,795,703
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$31,438,626
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$45,697
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$34,580,603
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$31,213,921
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,989,226
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,331,347
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WIPFLI LLP
Accountancy firm EIN2019-12-31390758449
2018 : SHARP CORPORATION RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-1,117,015
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$938,933
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$736,815
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$0
Value of total assets at end of year2018-12-31$31,438,626
Value of total assets at beginning of year2018-12-31$33,494,574
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$202,118
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$790,395
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$790,395
Administrative expenses professional fees incurred2018-12-31$155,438
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$3,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Total non interest bearing cash at end of year2018-12-31$224,705
Total non interest bearing cash at beginning of year2018-12-31$3,857
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,055,948
Value of net assets at end of year (total assets less liabilities)2018-12-31$31,438,626
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$33,494,574
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$46,680
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$31,213,921
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$33,490,717
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,907,410
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$736,815
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31WIPFLI LLP
Accountancy firm EIN2018-12-31390758449
2017 : SHARP CORPORATION RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$3,872,588
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$661,786
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$430,315
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$0
Value of total assets at end of year2017-12-31$33,494,574
Value of total assets at beginning of year2017-12-31$30,283,772
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$231,471
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$738,771
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$738,771
Administrative expenses professional fees incurred2017-12-31$187,857
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$3,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Total non interest bearing cash at end of year2017-12-31$3,857
Total non interest bearing cash at beginning of year2017-12-31$2,339
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$3,210,802
Value of net assets at end of year (total assets less liabilities)2017-12-31$33,494,574
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$30,283,772
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$43,614
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$33,490,717
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$30,281,433
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,133,817
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$430,315
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31WIPFLI LLP
Accountancy firm EIN2017-12-31390758449
2016 : SHARP CORPORATION RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$2,043,751
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$809,093
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$590,394
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$0
Value of total assets at end of year2016-12-31$30,283,772
Value of total assets at beginning of year2016-12-31$29,049,114
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$218,699
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$694,732
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$694,732
Administrative expenses professional fees incurred2016-12-31$39,205
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$3,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Administrative expenses (other) incurred2016-12-31$139,707
Total non interest bearing cash at end of year2016-12-31$2,339
Total non interest bearing cash at beginning of year2016-12-31$45,803
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,234,658
Value of net assets at end of year (total assets less liabilities)2016-12-31$30,283,772
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$29,049,114
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$39,787
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$30,281,433
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$29,003,311
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,349,019
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$590,394
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31WIPFLI LLP
Accountancy firm EIN2016-12-31390758449
2015 : SHARP CORPORATION RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$-5,083
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$506,601
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$281,968
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$0
Value of total assets at end of year2015-12-31$29,049,114
Value of total assets at beginning of year2015-12-31$29,560,798
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$224,633
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$677,966
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$677,966
Administrative expenses professional fees incurred2015-12-31$60,562
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Administrative expenses (other) incurred2015-12-31$126,352
Total non interest bearing cash at end of year2015-12-31$45,803
Total non interest bearing cash at beginning of year2015-12-31$551
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-511,684
Value of net assets at end of year (total assets less liabilities)2015-12-31$29,049,114
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$29,560,798
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$37,719
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$29,003,311
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$29,560,247
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-683,049
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$281,968
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31WIPFLI LLP
Accountancy firm EIN2015-12-31390758449
2014 : SHARP CORPORATION RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$2,132,443
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$469,918
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$263,948
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$0
Value of total assets at end of year2014-12-31$29,560,798
Value of total assets at beginning of year2014-12-31$27,898,273
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$205,970
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$705,292
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$705,292
Administrative expenses professional fees incurred2014-12-31$50,646
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Administrative expenses (other) incurred2014-12-31$119,227
Total non interest bearing cash at end of year2014-12-31$551
Total non interest bearing cash at beginning of year2014-12-31$33,164
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,662,525
Value of net assets at end of year (total assets less liabilities)2014-12-31$29,560,798
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$27,898,273
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$36,097
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$29,560,247
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$27,865,109
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,427,151
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$263,948
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31WIPFLI LLP
Accountancy firm EIN2014-12-31390758449
2013 : SHARP CORPORATION RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$3,367,613
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$378,543
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$185,463
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$0
Value of total assets at end of year2013-12-31$27,898,274
Value of total assets at beginning of year2013-12-31$24,909,204
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$193,080
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$639,136
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$639,136
Administrative expenses professional fees incurred2013-12-31$50,404
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$9
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Administrative expenses (other) incurred2013-12-31$109,517
Total non interest bearing cash at end of year2013-12-31$33,164
Total non interest bearing cash at beginning of year2013-12-31$19,816
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,989,070
Value of net assets at end of year (total assets less liabilities)2013-12-31$27,898,274
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$24,909,204
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$33,159
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$27,865,110
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$24,889,388
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,728,477
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$185,463
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31ELKO & ASSOCIATES LTD.
Accountancy firm EIN2013-12-31233063393
2012 : SHARP CORPORATION RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,396,000
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$402,721
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$219,335
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$0
Value of total assets at end of year2012-12-31$24,909,204
Value of total assets at beginning of year2012-12-31$22,915,925
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$183,386
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$680,027
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$680,027
Administrative expenses professional fees incurred2012-12-31$53,617
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Administrative expenses (other) incurred2012-12-31$102,903
Total non interest bearing cash at end of year2012-12-31$19,816
Total non interest bearing cash at beginning of year2012-12-31$25,725
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,993,279
Value of net assets at end of year (total assets less liabilities)2012-12-31$24,909,204
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$22,915,925
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$26,866
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$24,889,388
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$22,890,200
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,715,973
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$219,335
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31ELKO & ASSOCIATES LTD.
Accountancy firm EIN2012-12-31233063393
2011 : SHARP CORPORATION RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$596,063
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$363,778
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$155,931
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$0
Value of total assets at end of year2011-12-31$22,915,925
Value of total assets at beginning of year2011-12-31$22,683,640
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$207,847
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$653,956
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$653,956
Administrative expenses professional fees incurred2011-12-31$58,557
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Administrative expenses (other) incurred2011-12-31$105,333
Total non interest bearing cash at end of year2011-12-31$25,725
Total non interest bearing cash at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$232,285
Value of net assets at end of year (total assets less liabilities)2011-12-31$22,915,925
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$22,683,640
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$43,957
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$22,890,200
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$22,683,640
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-57,893
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$155,931
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31ELKO & ASSOCIATES LTD.
Accountancy firm EIN2011-12-31233063393
2010 : SHARP CORPORATION RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,336,865
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$305,017
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$106,433
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$0
Value of total assets at end of year2010-12-31$22,683,640
Value of total assets at beginning of year2010-12-31$20,651,792
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$198,584
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$628,681
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$628,681
Administrative expenses professional fees incurred2010-12-31$48,579
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Administrative expenses (other) incurred2010-12-31$108,595
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$13,306
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,031,848
Value of net assets at end of year (total assets less liabilities)2010-12-31$22,683,640
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$20,651,792
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$41,410
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$22,683,640
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$20,638,486
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,708,184
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$106,433
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31ELKO & ASSOCIATES LTD.
Accountancy firm EIN2010-12-31233063393
2009 : SHARP CORPORATION RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for SHARP CORPORATION RETIREMENT PLAN

2023: SHARP CORPORATION RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: SHARP CORPORATION RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SHARP CORPORATION RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SHARP CORPORATION RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SHARP CORPORATION RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SHARP CORPORATION RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SHARP CORPORATION RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SHARP CORPORATION RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SHARP CORPORATION RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SHARP CORPORATION RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SHARP CORPORATION RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SHARP CORPORATION RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SHARP CORPORATION RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SHARP CORPORATION RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SHARP CORPORATION RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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