2023 Form 5500 filing — Employees Retirement 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 20241003083621NAL0010285617001) for Employees Retirement Savings Plan, reported by Staunton Capital, Inc. under EIN 56-1669702 and plan number 003. It reports 455 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003083621NAL0010285617001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Staunton Capital, Inc.
- EIN
- 56-1669702
- Plan number
- 003
- Location
- High Point, NC
- Participants
- 455
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,076,828
- Net assets (EOY)
- $6,076,828
- Employer contributions
- $173,773
- Participant contributions
- $389,073
- Total income / additions
- $1,380,145
- Benefits paid
- $1,125,150
- Administrative expenses
- $23,221
- Total expenses
- $1,148,371
- Net increase / (decrease)
- $231,774
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Gordon Asset Management | INVESTMENT ADVISOR | $17,993 | not reported in the loaded dataset |
| Mvp Plan Administrators, Inc. | THIRD PARTY ADMINISTRATOR | $5,226 | not reported in the loaded dataset |