2023 Form 5500 filing — Your 401(K) Retirement 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 20241010182617NAL0020691617001) for Your 401(K) Retirement Plan, reported by Standard Retirement Services, Inc. under EIN 25-1838406 and plan number 042. It reports 48 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 3 · 2023

Filing snapshot

Net assets (EOY)$147KReported net assets$146,954
Participants48
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241010182617NAL0020691617001
Plan sponsor
Standard Retirement Services, Inc.
EIN
25-1838406
Plan number
042
Location
Portland, OR
Received date
not reported in the loaded dataset
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$147K total assets
Net assets$147KLiabilities
Money in vs. money out
Total income / additions$142.4K
Total expenses$0
Benefits paid / distributionsNot reported
Contributions
EmployerNot reported
Participant$133.6K
Full reported line items
Total assets (EOY)
$146,954
Net assets (EOY)
$146,954
Participant contributions
$133,569
Total income / additions
$142,401
Total expenses
$0
Net increase / (decrease)
$142,401

Related Form 5500 pages