2023 Form 5500 filing — Star Financial Group, Inc. 401(K) Savings 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 20240918141540NAL0002636547001) for Star Financial Group, Inc. 401(K) Savings Plan, reported by Star Financial Group, Inc. under EIN 35-1658268 and plan number 002. It reports 645 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240918141540NAL0002636547001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Star Financial Group, Inc.
- EIN
- 35-1658268
- Plan number
- 002
- Location
- Fort Wayne, IN
- Participants
- 645
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $53,812,350
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $53,812,350
- Employer contributions
- $1,140,086
- Participant contributions
- $3,189,695
- Total income / additions
- $13,051,967
- Benefits paid
- $4,159,124
- Administrative expenses
- $15,521
- Total expenses
- $4,174,645
- Net increase / (decrease)
- $8,877,322
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Baden Gage And Schroeder, LLC | NONE | $12,500 | not reported in the loaded dataset |
| T Rowe Price Rps Inc | NONE | $3,021 | $0 |