2023 Form 5500 filing — Src Affiliated Profit Sharing 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 20240927102346NAL0003365664001) for Src Affiliated Profit Sharing 401(K) Plan, reported by Stageright Corporation under EIN 38-2513133 and plan number 001. It reports 272 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927102346NAL0003365664001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Stageright Corporation
- EIN
- 38-2513133
- Plan number
- 001
- Location
- Clare, MI
- Participants
- 272
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,663,671
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,663,671
- Employer contributions
- $509,707
- Participant contributions
- $1,114,065
- Total income / additions
- $5,368,884
- Benefits paid
- $1,849,345
- Administrative expenses
- $77,925
- Total expenses
- $1,927,270
- Net increase / (decrease)
- $3,441,614
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Prudential Retirement Insurance And | NONE | $42,624 | $0 |
| Mma Securities LLC | NONE | $35,000 | not reported in the loaded dataset |