2023 Form 5500 filing — Harold A. Steuber Enterprises Inc. 401k Profit Sharing 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 20241010111245NAL0011405891001) for Harold A. Steuber Enterprises Inc. 401k Profit Sharing Plan, reported by Harold A. Steuber Enterprises Inc. under EIN 94-2294219 and plan number 001. It reports 141 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010111245NAL0011405891001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Harold A. Steuber Enterprises Inc.
- EIN
- 94-2294219
- Plan number
- 001
- Location
- San Leandro, CA
- Participants
- 141
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,612,955
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,612,955
- Employer contributions
- $344,418
- Participant contributions
- $158,793
- Total income / additions
- $2,444,910
- Benefits paid
- $535,628
- Administrative expenses
- $1,066
- Total expenses
- $532,654
- Net increase / (decrease)
- $1,912,256
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American United Life Insurance Co | NONE | $1,816 | $36,062 |
| Concurrent Investment Advisors | NONE | $0 | $15,000 |