2023 Form 5500 filing — Storied Management 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 20240726164209NAL0015887649001) for Storied Management 401(K) Plan, reported by Storied Management, LLC under EIN 82-4913513 and plan number 001. It reports 227 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240726164209NAL0015887649001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Storied Management, LLC
- EIN
- 82-4913513
- Plan number
- 001
- Location
- Park City, UT
- Participants
- 227
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,504,227
- Net assets (EOY)
- $2,504,227
- Participant contributions
- $420,471
- Total income / additions
- $758,901
- Benefits paid
- $70,943
- Administrative expenses
- $15,308
- Total expenses
- $89,865
- Net increase / (decrease)
- $669,036
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Life Insurance Company | RECORDKEEPER | $15,445 | $0 |