2023 Form 5500 filing — 31st Street Capital Retirement 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 20240731090402NAL0012550803001) for 31st Street Capital Retirement Plan, reported by 31st Street Capital under EIN 83-3170132 and plan number 001. It reports 213 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731090402NAL0012550803001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- 31st Street Capital
- EIN
- 83-3170132
- Plan number
- 001
- Location
- Lincoln, NE
- Participants
- 213
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,393,628
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,393,628
- Employer contributions
- $351,813
- Participant contributions
- $885,182
- Total income / additions
- $2,255,194
- Benefits paid
- $275,162
- Administrative expenses
- $33,017
- Total expenses
- $310,611
- Net increase / (decrease)
- $1,944,583
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Retirement Plan Consultants | TPA & RECORDKEEPER | $17,986 | not reported in the loaded dataset |
| Trusted Wealth Partners | FINANCIAL ADVISOR | $12,593 | not reported in the loaded dataset |