2023 Form 5500 filing — Steve Shannon Tire Company Inc 401(K) Plan And Trust
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 20241010142452NAL0021234785001) for Steve Shannon Tire Company Inc 401(K) Plan And Trust, reported by Steve Shannon Tire Company Inc under EIN 23-2549609 and plan number 001. It reports 258 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010142452NAL0021234785001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Steve Shannon Tire Company Inc
- EIN
- 23-2549609
- Plan number
- 001
- Location
- Bloomsburg, PA
- Participants
- 258
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,362,854
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,362,854
- Employer contributions
- $51,908
- Participant contributions
- $353,970
- Total income / additions
- $1,103,886
- Benefits paid
- $419,567
- Administrative expenses
- $3,763
- Total expenses
- $425,039
- Net increase / (decrease)
- $678,847
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lifestyle Retirement Co | TPA | $0 | $1,947 |
| Morningstar | INVESTMENT ADVISORY | $1,134 | not reported in the loaded dataset |
| Voya Retirement Insur And Annuity | INVESTMENT ADVISORY | $1,134 | not reported in the loaded dataset |
| Morningstar | INVESTMENT ADVISORY | $0 | $489 |