2023 Form 5500 filing — The Statek Smart 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 20240725153323NAL0014788689001) for The Statek Smart 401(K) Plan, reported by Statek Corporation under EIN 33-0019795 and plan number 001. It reports 273 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$33.2MReported net assets$33,186,390
Participants273
Provider compensation$144.1K2 Schedule C row(s)$144,099
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240725153323NAL0014788689001
Plan sponsor
Statek Corporation
EIN
33-0019795
Plan number
001
Location
Orange, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$33.2M total assets
Net assets$33.2MLiabilities$0
Money in vs. money out
Total income / additions$6.9M
Total expenses$1.5M
Benefits paid / distributions$1.4M
Contributions
Employer$379.5K
Participant$1M
Full reported line items
Total assets (EOY)
$33,186,390
Total liabilities (EOY)
$0
Net assets (EOY)
$33,186,390
Employer contributions
$379,495
Participant contributions
$1,011,128
Total income / additions
$6,891,211
Benefits paid
$1,405,019
Administrative expenses
$106,604
Total expenses
$1,546,754
Net increase / (decrease)
$5,344,457
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    CONTRACT ADMINISTRATOR · Direct $106.7K · Indirect $991
  2. 2
    INVESTMENT ADVISORY · Direct $0 · Indirect $36.5K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240725153323NAL0014788689001 cover?
It is the 2023 Form 5500 filing for The Statek Smart 401(K) Plan, reported by Statek Corporation (EIN 33-0019795).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages