2023 Form 5500 filing — States Logistics Services, Inc. Employee Stock Ownership 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 20240812155134NAL0009652017001) for States Logistics Services, Inc. Employee Stock Ownership Plan, reported by States Logistics Services, Inc. under EIN 33-0782803 and plan number 002. It reports 613 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240812155134NAL0009652017001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- States Logistics Services, Inc.
- EIN
- 33-0782803
- Plan number
- 002
- Location
- Buena Park, CA
- Participants
- 613
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,253,719
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,253,719
- Employer contributions
- $1,800,000
- Total income / additions
- $5,721,175
- Benefits paid
- $916,064
- Administrative expenses
- $83,112
- Total expenses
- $999,176
- Net increase / (decrease)
- $4,721,999
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch Pierce Fenner Smith | NONE | $31,653 | $0 |
| Ascensus Holdings, Inc. | NONE | $27,882 | not reported in the loaded dataset |
| Acuity Advisors | NONE | $14,700 | not reported in the loaded dataset |
| Butterfield Schechter Llp | NONE | $8,638 | not reported in the loaded dataset |