2023 Form 5500 filing — States Logistics 401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240724111842NAL0021528352001) for States Logistics 401(K) Plan, reported by States Logistics Services, Inc. under EIN 33-0782803 and plan number 001. It reports 706 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240724111842NAL0021528352001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- States Logistics Services, Inc.
- EIN
- 33-0782803
- Plan number
- 001
- Location
- Buena Park, CA
- Participants
- 706
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,168,430
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,168,430
- Employer contributions
- $251,588
- Participant contributions
- $1,610,431
- Total income / additions
- $3,668,152
- Benefits paid
- $638,516
- Administrative expenses
- $89,158
- Total expenses
- $743,912
- Net increase / (decrease)
- $2,924,240
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $55,696 | $0 |
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $28,604 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $4,858 | not reported in the loaded dataset |