2023 Form 5500 filing — State Electric Supply Company Employees' Retirement And 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 20241008110353NAL0009573315001) for State Electric Supply Company Employees' Retirement And Savings Plan, reported by State Electric Supply Company under EIN 55-0384235 and plan number 001. It reports 875 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008110353NAL0009573315001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- State Electric Supply Company
- EIN
- 55-0384235
- Plan number
- 001
- Location
- Huntington, WV
- Participants
- 875
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $63,556,003
- Total liabilities (EOY)
- $4,469
- Net assets (EOY)
- $63,551,534
- Employer contributions
- $2,325,368
- Participant contributions
- $3,074,844
- Total income / additions
- $14,038,446
- Benefits paid
- $5,315,212
- Administrative expenses
- -$83,526
- Total expenses
- $5,233,400
- Net increase / (decrease)
- $8,805,046
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $5,676 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$89,202 | $0 |